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]
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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