Recruiting deals and mergers and acquisitions are constantly roiling the wealth management industry.
This week, the RIA Concurrent Investment Advisors had one of the biggest recruiting wins with a team lured from Raymond James. Wells Fargo also pulled from Merrill, and Raymond James continued recruiting from Commonwealth Financial Network amid that firm’s absorption into LPL Financial.
Read about those deals, along with a big acquisition and the appointment of a CEO at the Financial Planning Association, below.
