From June 11-14, Bryan Kelly met with top executives of Cambridge Investment Research, Inc.–The Kelly Group’s Registered Investment Advisor– to discuss challenges and opportunities posed by significant recent developments in the financial services industry. Among those Bryan met with are: Cambridge’s Eric Schwartz, Executive Chairman of the Board for Cambridge (with Bryan in the left picture, below), Cambridge CEO Amy Webber (with Bryan in the center picture, below), Colleen Bell, First Vice President of Fiduciary Services for Cambridge (picture on right), and Bob Pugliese, our Cambridge Branch Manager (picture on right). The primary focus of these conversations was the impact of the recently issued Department of Labor ruling, which significantly redefines the fiduciary responsibilities of financial advisors and mandates changes to the industry’s cost structure. Bryan used this occasion of personal access to Cambridge’s top decision makers by focusing on how to respond to this phase of the industry’s evolution in a manner that best protects our clients’ interests. Bryan also confirmed that The Kelly Group remains very well positioned within the industry because of the client-centric policies the firm already has in place. These discussions took place while Bryan attended Cambridge’s Premier Club Conference in Vancouver, British Columbia. This invitation-only conference is held annually for Cambridge’s top advisors.