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Orion signs on three $1 billion-plus RIAs on its even-keeled Omaha reputation then rocks its own boat with a sale to Boston firm

Pinnacle Advisory Group, Brouwer & Janachowski, HK Financial Services bought Orion for scaling and nervously accept that it made its own scaling move

Author Lisa Shidler February 20, 2015 at 8:51 PM
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Vilas Naralakattu: My initial reaction was 'oh crap,' but I got a lot more information and I talked to the folks at Orion, I felt much better.

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