Robbie Moseley has joined Raymond James to head its recruiting platform, Advisor Choice Recruiting, the firm announced Monday. Moseley succeeds Barry Papa, who died in March.
Moseley most recently worked at Edward Jones, where he served as director of financial advisor recruiting and integration, and led talent acquisition for the firm's eastern division.
Earlier, he worked at UBS in positions including financial adviser, producing manager, complex sales manager and branch administrative manager.
Moseley will report to Kim Jenson, chief operating officer of Raymond James’ private client group.
The deal to acquire a 300-client tax firm built sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
New Nationwide Retirement Institute survey reveals eight in ten Americans agree Social Security needs fixing and how.
Advisor-led adoption has been rapid for tasks from translating annuity contracts into plain English to speedy webinar prep.
Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle.
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income