Industry

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 key to success in this deal was finding the right partner," says Haig Ariyan, president of the firm's new Alex. Brown division.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

These independent broker-dealers generated the most revenue from commission-based accounts.

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.

"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.