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Alexander Assaf will oversee financial advisers and their teams for the credit union's Addison Avenue Investment Services division throughout Idaho, Oregon and Washington.

The recruit also previously worked for Morgan Stanley, Merrill Lynch and RBC.

Plus, Wells Fargo hires a $700M team from J.P. Morgan Private Bank and helps a $587M Morgan Stanley team go independent.

After a stormy tenure at the bank, the former Colony and Banyan head goes back to the acquisitions arena.

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

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

‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.

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.

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.