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5 Red Flags Financial Advisors Should Never Ignore When Changing Firms

5 Red Flags Financial Advisors Should Never Ignore When Changing Firms

Due diligence can be daunting.  The more firms you talk to, the more they can…
5 of the Most Common Regrets Financial Advisors Have After Changing Firms

5 of the Most Common Regrets Financial Advisors Have After Changing Firms

Changing firms can be one of the most important decisions a financial advisor can make…
Stop Thinking You Need to Set Up Your Own RIA
Stop Thinking You Need to Set Up Your Own RIA

Stop Thinking You Need to Set Up Your Own RIA

One of the biggest misconceptions in the financial services marketplace is the idea that if…
The Private Equity Effect: What Financial Advisors Need to Understand Before Joining a PE-Backed Firm

The Private Equity Effect: What Financial Advisors Need to Understand Before Joining a PE-Backed Firm

Private equity has become one of the biggest forces reshaping the wealth management industry. Over…
Title: 5 Essential Tips for a Smooth Transition to an Independent Broker-Dealer or RIA

Title: 5 Essential Tips for a Smooth Transition to an Independent Broker-Dealer or RIA

Thinking about moving to an independent broker-dealer or launching/joining an RIA? Your success hinges on…
firm just sold, now what
Your Firm Just Sold. Now What?

Your Firm Just Sold. Now What?

If your firm just sold—or you’re worried it might be—this guide will help you assess…
Independent
Going Independent: A Practical Roadmap for Financial Advisors

Going Independent: A Practical Roadmap for Financial Advisors

The meaning of “independent” in wealth management has evolved. It’s no longer just about leaving…
The Essential Due Diligence Checklist for Advisors Choosing a New Firm
The Essential Due Diligence Questions Checklist for Advisors Choosing a New Firm

The Essential Due Diligence Questions Checklist for Advisors Choosing a New Firm

If you’re an advisor exploring a move, the questions you ask up front will shape…
Protecting Your Independence as a Financial Advisor

Protecting Your Independence as a Financial Advisor

In the ever-evolving financial services landscape, the concept of "independence" has significantly transformed over the…
How Much Is Your BrokerDealer Or RIA Actually Paying You?

How Much Is Your BrokerDealer Or RIA Actually Paying You?

Navigating Broker Dealer and RIA Options: Top Tips for Financial Advisors In the ever-evolving financial…
Navigating Advisor Transition Capital: A Deeper Dive

Navigating Advisor Transition Capital: A Deeper Dive

In a previous blog we talked about transition money being offered to advisors making a…
Are RIA’s offering Transition Packages

Are RIA’s offering Transition Packages

RIA landscape: What is being offered? With the increased number of RIAs over the past…
Broker Dealer and RIA service issues are driving advisor movement

Broker Dealer and RIA service issues are driving advisor movement

Five crucial due diligence tips to avoiding terrible service Financial advisors consistently share with me…
Financial Advisors: Transition money

Financial Advisors: Transition money

There’s no question today’s recruiting environment is as competitive as ever.  Large firms are offering…
When’s the Best Time to Make a Move?

When’s the Best Time to Make a Move?

Forget the Old Rules You've probably heard the old advice: "Don't make a career move…
Succession planning, thoughts and tips from a recruiter

Succession planning, thoughts and tips from a recruiter

Succession planning is a crucial aspect of every financial advisor's business. As advisors approach retirement…
Financial Advisor: you’ve been terminated, now what?

Financial Advisor: you’ve been terminated, now what?

Top tips for an advisor facing a termination Navigating a termination is stressful and unsettling. …
Private equity has reshaped the financial services industry

Private equity has reshaped the financial services industry

Financial advisors: has the emergence of private equity helped or hurt you? The Financial services…
Financial advisor “independence”, what does it mean in the financial services industry today? 

Financial advisor “independence”, what does it mean in the financial services industry today? 

A new article published by Tobias Salinger at Financial Planning magazine proves it means different…
Stop wasting time talking to firms you’ll never join

Stop wasting time talking to firms you’ll never join

When Cross Search was formed by my father in the late 80’s, the goal was…
Financial Advisors considering working with a 3rd party recruiter

Financial Advisors considering working with a 3rd party recruiter

Choose wisely In our last blog, I explained why a financial advisor should use a…
Caution sign
Atria Wealth Solutions to be sold to LPL

Atria Wealth Solutions to be sold to LPL

The recent announcement that LPL inked a deal to purchase the seven broker dealers and…
Financial advisors looking to make a change: Use a third-party recruiter

Financial advisors looking to make a change: Use a third-party recruiter

When our firm was established in 1988, there were no other third-party recruiters representing independence. …
Man looking confused about OSJ
What The Heck is an OSJ, Discussion Recap

What The Heck is an OSJ, Discussion Recap

I recently sat down with Tobias Salinger from Financial Planning Magazine to discuss a topic…
Independent Broker-Dealer Cetera to buy Avantax

Independent Broker-Dealer Cetera to buy Avantax

It was announced yesterday that Cetera Financial Group is buying Avantax, formerly Blucora, in an…
The recruiting market for Financial Advisors is as hot as ever!

The recruiting market for Financial Advisors is as hot as ever!

https://www.youtube.com/watch?v=PEJlKZ-ClK0 The recruiting market for top advisors is more competitive than ever. Broker Dealers and…
Independent Broker Dealer, Hybrid, RIA or Tuck-In?

Independent Broker Dealer, Hybrid, RIA or Tuck-In?

The many structures of being an independent financial advisor I wrote a story for InvestmentNews…
Independent Broker Dealers rebranding their RIAs

Independent Broker Dealers rebranding their RIAs

Changes are as a result of industry demand for RIA options For years now, the…
Independent Broker Dealer Consolidation

Independent Broker Dealer Consolidation

National Planning Holdings sale of their independent broker dealers create mass movement When National Planning…
LPL Policy Change

LPL Policy Change

LPL Policy Change LPL adjustments that affect outside RIA’s For years there have been inconsistencies…