Raymond James hired a new Cleveland, Ohio complex director away from Merrill Lynch, and launched a program to help advisors who are military veterans get masters’ degrees while completing their firm training. Several advisor teams went independent, including a group leaving Wells Fargo Advisors to launch a new firm under LPL’s Strategic Wealth Services. And Avantax hosted an in-person conference for advisors.
Scroll through to see what happened this week in career moves, M&A and other news from the world of financial advice.
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