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 ...

Francine Payson and Tarek Salhab, who managed $215 million at Merrill Lynch in Fort Myers, Florida, have joined the employee unit of Raymond James. The two were joined in the move by client service associates Gail Siebenmorgen and Lynda Demarco. ...

Bryan Sweet and his team in Fairmont and Jackson, Minnesota, have left Raymond James where they managed $875 million and become a registered investment advisory firm. Known as Sweet Financial Partners, the firm joined Dynasty Financial Partners Network. Sweet, who ...

A Merrill Lynch team managing $216 million has moved to the employee unit of Raymond James in Manalapan, New Jersey. Gus Fingado, a 37-year veteran of Merrill Lynch, and Matthew Walter, who has 32 years of experience as an adviser ...

Don’t look for the red-hot pace of RIA firm transactions to cool off anytime soon. That was the view of experts taking part in a panel session on firm valuation at the InvestmentNews RIA Summit on Wednesday. “This year is ...

Eric Cornell and Patrick Shea, who managed $195 million at Ameriprise Financial Services, have formed their own firm, Helius Wealth Management in Palm Beach Gardens, Florida, and affiliated with Raymond James. Cornell spent two decades with Ameriprise; Shea joined the ...

The team of James Wendling, Steven VanDerSchaaf and Clint Allaman, who managed $315 million at Morgan Stanley in Davenport, Iowa, have moved to the employee unit of Raymond James. Wendling spent more than 30 years with Morgan Stanley and predecessor ...

A team of advisers managing $250 million at BBVA have joined the employee unit of Raymond James in Birmingham, Alabama. Peppi Talley and Jessica Hall have made the move along with adviser Fletcher Talley and client associates Kay Hughes and ...

Wealth Advisory Services, a Doylestown, Pennsylvania, hybrid practice overseeing $700 million in assets, has reaffiliated with LPL Financial after a five-year stint at Raymond James. The practice, led by partners Paul Krumenacker and David Jenkins, was founded in 2003. It ...

Alberto Sisso, who managed $200 million at Wells Fargo Advisors in Fort Lauderdale, Florida, has moved to the employee unit of Raymond James. Sisso started his securities career in 2004 at Safdie Investment Services after many years in commercial banking. ...