Financial Planning: What is an office of supervisory jurisdiction?
I think it’s great because in what I do, which is helping financial advisors figure out what model makes the most sense for them …
Recent Media
Cross-Search is considered a major media resource when it comes to issues relating to advisors transitioning from one broker dealer to the next. As the leader in our field, we have served as the “go to” source for many writers. Here is a selection of recent articles in which we were quoted.
Latest Blog Posts
5 Red Flags Financial Advisors Should Never Ignore When Changing Firms
5 Red Flags Financial Advisors Should Never Ignore When Changing Firms
5 of the Most Common Regrets Financial Advisors Have After Changing Firms
5 of the Most Common Regrets Financial Advisors Have After Changing Firms
Stop Thinking You Need to Set Up Your Own RIA
Stop Thinking You Need to Set Up Your Own RIA
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
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
Latest Vlogs
5 Red Flags Financial Advisors Should Watch for Before Changing Firms
5 Red Flags Financial Advisors Should Watch for Before Changing Firms
Top 5 Regrets When Financial Advisors Switch Firms!
Top 5 Regrets When Financial Advisors Switch Firms!
Financial Advisors: Stop Thinking You Need To Set Up Your Own RIA!
Financial Advisors: Stop Thinking You Need To Set Up Your Own RIA!
The Real Private Equity Effect On Financial Advisors.
The Real Private Equity Effect On Financial Advisors.
Financial Advisors: Take These 5 Crucial Steps Before Moving Firms!
Financial Advisors: Take These 5 Crucial Steps Before Moving Firms!
Articles Quoted In
13 giant wealth management firms paid CEOs an average of $25.8M
An advisor is thinking about their compensation as it relates to their affiliation with that firm…
LPL’s Atria deal poses complexities: Report
Moving to a new firm is a lot of work for financial advisors, and it’s tricky. They have to make sure they’re comfortable with the new business, the products offered, the third-party money managers…
Podcasts
Why recruiting numbers don’t tell the whole breakaway story
