Career moves

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

Here are three important factors to take into consideration when breaking away.

By all means put a plan in place, but flexibility is key in case circumstances change.

"Given all of the turmoil there, you need to have some consistency in leadership and [Roth] was it," one expert says.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

The firm's newest recruits come from boutique brokerage J.P. Morgan.

The firm's newest recruits generated $3.6 million in annual revenue.

Is Roth on his way out?

Planners who are agile enough can easily decide on what's best for them: switching to wirehouses, other large brokerages or going independent. Also, moving quickly may help them land the best deals, says a recruiting consultant.

The group includes two recruits who began their careers in the late 1970s.