Foran Financial Group, a Somerville, New Jersey-based firm managing $350 million, has changed affiliations and returned to LPL Financial after a six-year relationship with Raymond James.
The group’s advisers include firm president and founder Dan Foran and his children John Foran and Jessica Weaver.
The firm also serves as an office of supervisory jurisdiction for advisers Brian Sweatt, Mark Walters and David Selden.
Before moving to Raymond James, Foran Financial been affiliated with LPL from 1997 to 2014.
[Slideshow: Top 10 firms for adviser moves]
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
