FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge Investment Research, Inc. (Cambridge) announced that Matt Goodwin has joined the firm to lead Continuity Partners Group (Continuity Partners) – the enterprise approach to acquisition and succession planning. Goodwin will assist First Vice President of Business Strategy, Jeff Vivacqua, in the leadership and execution of Continuity Partner’s strategic business plan.
“Continuity Partners Group provides succession planning for our advisor partners while enhancing the quality and value of their independent businesses,” said Eric Schwartz, CEO. “Matt will work closely with Cambridge rep-advisors already engaged in Continuity Partners to offer them a premier client experience and help them embrace business succession planning while preserving their independent businesses.”
In addition to taking on a leadership role for Continuity Partners, Goodwin will focus on member initiatives that include expanding business consulting opportunities, relationship management, developing value-added offerings, and building continuity and succession plans. He will also help advisors to identify a compatible next generation successor.
“Over the last five years, we have learned that every rep-advisor has a unique approach to their business continuity and succession planning. Matt’s previous leadership experience with independent advisors will resonate with our Continuity Partners members and provide immediate value to their businesses and planning efforts,” said Jeff Vivacqua, First Vice President. “As Continuity Partners has grown to over 100 members across 22 states, we believe Matt will offer tremendous value to our members with business planning, valuation, and consulting services.”
Goodwin brings over 10 years of financial services experience, including serving as a financial advisor early in his career. His professional experience reflects a career focused on relationship management including his prior position as President and Chief Operating Officer at a small broker-dealer. Goodwin holds FINRA Series 7, 24, 53, and 66 licenses in addition to the state of Iowa life and annuity insurance licenses.
About Continuity Partners Group
Continuity Partners Group (Continuity Partners) is a comprehensive approach designed to locate buyers, if a potential successor has not been identified, and provide flexible financing and structure, as well as expertise to help rep-advisors through the process. In addition, it is designed to offer opportunities and financing to assist with branch building and recruiting as rep-advisors seek to acquire practices. Continuity Partners is also designed to leverage the power of partnership – and deliver unique services and creative continuity options through its alliance of independent financial professionals.
Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is an independent, privately owned broker-dealer with over 2,100 independent registered representatives and $47.3 billion assets under management.
Cambridge was recognized as one of the Best of Iowa Businesses1 and has been named among the Top Workplaces in Iowa the last two years2. Cambridge also provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®3, Cambridge has been ranked a fee leader among independent broker-dealers for 12 consecutive years4.
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1 IA Biz magazine, “Best of Iowa Businesses,” 2010
2 Des Moines Register, “Top Workplaces in Iowa” 2011, 2012
3 THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
4 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2012.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.