Cambridge Debuts Digital Marketing Solution
Cambridge Investment Research Corp., an independent broker-dealer/RIA headquartered in Fairfield, Iowa, has launched a new digital marketing solution, RetireTRAC, a comprehensive retirement preparedness and planning system that can also be used as a prospect conversion tool.

The solution helps clients better understand the complexity of the planning process. Through a five-minute assessment online, clients rate themselves in 20 areas to determine their level of retirement preparedness. The results of the assessment generate a personalized score and action plan tailored to the client or prospect. The score gauges where the client is today, while the action plan identifies items that need to be addressed. This provides a road map for future appointments.

Financial professionals have two subscription tiers to choose from for RetireTRAC: The Bronze tier includes unlimited access to the tool, including the standard questionnaire and dashboard, individual client reporting and client progress reports. The Platinum-level subscription also includes those features, but also enables professionals to add their company logo to reports, customize the questionnaire and access a resource library of topic-specific appointment presentations and brochures.

Cambridge, founded in 1981, includes a large corporate registered investment advisor and an independent broker-dealer.

Unlimited Launches With First ‘Fee-Friendly’ Alternatives Strategy
Unlimited, a New York investment firm recently launched by Bob Elliott, formerly of Bridgewater Associates, has launched its first alternative investment strategy, a hedge fund called the Unlimited HFND Multi-Strategy Return Tracker ETF. The strategy uses a sophisticated machine learning engine to track the gross-of-fees returns across several hedge fund indices. Machine-learning algorithms analyze the real-time investment returns of a diversified set of hedge fund styles, then allocate toward a basket of ETFs and exchange-listed futures contracts to replicate the returns of those underlying hedge funds.

The fund is an actively managed ETF that will typically hold long and short positions in 30 to 50 ETFs and exchange-listed futures contracts across asset classes. It will have management fees that are roughly one-quarter of the standard 2 and 20 cost of a typical hedge fund.

Wealthspire, Chapter To Offer Medicare Guidance For Pre-Retirees
Wealthspire Advisors LLC, a New York City-based RIA (and subsidiary of NFP Corp.), is partnering with Chapter, a data-driven Medicare advisory firm also headquartered in New York, to find healthcare savings and identify comprehensive benefits for Wealthspire clients.

Chapter will work with those clients to simplify the process of finding the right Medicare coverage for their specific needs. The partnership will also provide clients with Chapter’s concierge platform, including ongoing education and annual policy reviews, so clients can make informed and confident choices about their healthcare coverage year after year.

Founded in 1993, Wealthspire Advisors has 19 offices located in 10 states nationwide.

Exit Planning Institute Announces 2023 CEPA Online Program Dates
The Exit Planning Institute, located in Westlake, Ohio, will be hosting 11 Certified Exit Planning Advisor (CEPA) online programs during 2023.

The CEPA credential is for professional advisors who want to expand their clientele to include more business owners by advising them on how to sell or transition their businesses. By using the methodology, business owners can build more valuable companies, have stronger personal financial plans and align their personal goals with those of their businesses.

The 2023 CEPA online programs are scheduled to be held January 23-27; February 13-17; March 13-17; April 17-21; May 15-19; June 12-16; July 17-21; August 21-25; September 18-22; October 23-27; and November 13-17.

For further information about the academy, visit the Exit Planning Institute’s website

FPA To Offer Member Access To Psychology Of Financial Planning Specialist Badge
The Financial Planning Association, headquartered in Denver, has announced a partnership to offer members access to the Psychology of Financial Planning specialist badge accreditation, the organization said.

The Psychology of Financial Planning Specialist Badge Program is an on-demand program, consisting of 13 modules, that focuses on how financial planners can build deeper relationships with clients through tools and techniques that build better communication and cultural competence and help clients respond to crises. Planners who complete the program will be trained to identify client biases, beliefs, behaviors and other psychological factors that impact the client’s financial goals and the client-planner relationship.

The program was developed by Dr. Brad Klontz and Dr. Charles Chaffin, co-authors (with Dr. Ted Klontz) of the book Psychology of Financial Planning: The Practitioner’s Guide to Money and Behavior.

FPA members are eligible to enroll in the on-demand program at the discounted price of $495, a savings of $100 from the general enrollment price of $595.