Elizabeth MacBride

A breakaway story, old-school style

During Steve Cassaday&#8217;s first year of independence, he watched his life savings dwindle. &#8220;I was crushed like an eggshell,&#8221; he says.

Royal Alliance

Blisk

Spire

Buffalo Group

Cassaday

Dreman

Glassman Wealth Services

Prudential

Barry Glassman

<p>There are about $5 trillion of assets parked in traditional stock brokerage firms, but they're not likely to stay there. Every month, clients move some of their money to independent firms with fewer conflicts of interest. Brokers who want more control are moving their books of business, too.</p>
<p>In these Breakaway Stories, you'll find instructive, encouraging and sometimes funny stories about these breakaway brokers and their clients. The information in the stories is accurate as of the date of publication. We hope these tales are useful for breakaway prospects and for people interested in luring wirehouse talent to their firms.</p>

Breakaway Stories

Cassaday's wirehouse departure began as a tailspin but 17 years later he's an RIA and top producer with Royal Alliance

A breakaway story, old-school style

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