FA Whitepapers

Whitepapers Archive  |  Market and Economic Outlook

December 2021   


Six Steps For Implementing A Fee-based Or Fee-only Compensation Model

If your current broker-dealer/RIA restricts your ability to offer holistic advice then now is the time to consider evolving your business model. Discover the fundamentals of building a successful fee-based structure, including:

  • The benefits of a fee model
  • Six transition steps to consider
  • How Cambridge simplifies your transition to fee-based or fee-only models

Future Proofing Wealth Management

Wealth managers need to think of new ways to futureproof their operating models and bring down cost to serve while delivering attractive customer experiences in the physical and digital worlds.


Social Impact and Opportunity Zone Investing with Ellavoz Impact Capital

Ellavoz Impact Capital is a New Jersey-based Opportunity Zone advisory firm working to bring not only financial success to investors but just as importantly, a positive social impact in underserved communities.

Unlike other Tax Qualified Opportunity Zones (TQOZ), Ellavoz focuses on both financial returns and important social impact when choosing QOZs to invest in. Ellavoz seeks out projects that are profitable and create sustainable community social value.

With the Ellavoz Shared Values Opportunity Fund, a TQOF formed in partnership with New Jersey Community Capital (NJCC), the state’s largest community development financial institution, Ellavoz is bringing the public and private sectors together for innovative social impact investing. The Fund’s purpose is to serve social impact-minded investors who will provide equity capital for workforce and affordable housing and economic development.  The strategic partnership between Ellavoz and NJCC allows them to provide investors with a deal flow for QOZ projects that meet rigid financial and social impact requirements as well as professional due diligence.