Career moves

The firm named Douglas Rubenstein as its new chief operating officer.

How specialty areas are helping this elite group of 20 advisers boost business.

Bossen joined as director of ETF business development at the institutional intermediary division and will focus on the IndexIQ unit that MainStay acquired last year.

The wirehouse's three newest recruits are all industry veterans.

Peter Danilaitis worked at Home Depot almost a dozen years ago. Building on that experience, he's become one of the top leaders in wealth management.

The regional firm's new recruits have experience in designing corporate equity compensation plans.

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.