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Cross Search is the first third party independent broker dealer recruiting firm, established in 1989. Cross Search is a family-run and owned, relationship based business whose success hinges on our clients’ trust in us and a solid reputation in the broker dealer community. We have unmatched experience in the marketplace with more than 30 years solely focused on the independent broker dealer space. We created this channel to deliver timely industry news, trends and topics we feel are relevant to advisors.
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!
Your Firm Just Sold. Now What?
Your Firm Just Sold. Now What?
Going Independent: A Roadmap For Financial Advisors
Going Independent: A Roadmap For Financial Advisors
Essential Checklist For Advisors Choosing A New Firm!
Essential Checklist For Advisors Choosing A New Firm!
Financial Advisors: Protect Your Independence!
Financial Advisors: Protect Your Independence!
How Much Is Your Broker Dealer Or RIA Actually Paying You?
How Much Is Your Broker Dealer Or RIA Actually Paying You?
Financial Advisor Transition Money – Who’s Offering It And Should You Take It?
Financial Advisor Transition Money – Who’s Offering It And Should You Take It?
Broker Dealer vs RIA, Which is Right for you? Part #2
Broker Dealer vs RIA, Which is Right for you? Part #2
LPL To Buy Commonwealth
LPL To Buy Commonwealth
Navigating the RIA Landscape: What Advisors Need to Know!
Navigating the RIA Landscape: What Advisors Need to Know!
Broker Dealer and RIA service issues are driving advisor movement
Broker Dealer and RIA service issues are driving advisor movement
Up Front Money Misconceptions
Up Front Money Misconceptions
Financial Advisors, When Should You Make A Move?
Financial Advisors, When Should You Make A Move?
Financial Advisors, What Is Your Practice Worth?
Financial Advisors, What Is Your Practice Worth?
The Investment Center sells its Advisors to LPL
The Investment Center sells its Advisors to LPL
Financial Advisors: Has The Private Equity Emergence Hurt Or Helped You?
Financial Advisors: Has The Private Equity Emergence Hurt Or Helped You?
Advisor Independence, What Does That Mean Anymore??
Advisor Independence, What Does That Mean Anymore??
You’ve been termed, now what?
You’ve been termed, now what?
Stop Wasting Time
Stop Wasting Time
Financial Advisors, Transitioning To A New Broker Dealer Is Easier Than It Used To Be!
Financial Advisors, Transitioning To A New Broker Dealer Is Easier Than It Used To Be!
Financial Advisors considering working with a 3rd party recruiter – Choose wisley
Financial Advisors considering working with a 3rd party recruiter – Choose wisley
LPL Financial Acquiring Atria Wealth Solutions, 2,400 Advisors Impacted!
LPL Financial Acquiring Atria Wealth Solutions, 2,400 Advisors Impacted!
Why Financial Advisors should Use A 3rd Party Recruiter When Changing Broker Dealers.
Why Financial Advisors should Use A 3rd Party Recruiter When Changing Broker Dealers.
Best Independent Broker Dealer
Best Independent Broker Dealer
Financial Advisor, Transitioning to a new BD or RIA
Financial Advisor, Transitioning to a new BD or RIA
Independent Broker Dealer vs. RIA