Lisa Shidler

Recruiting decisions are idiosyncratic.  Externalities like the pandemic can have an impact, but other items can have a larger impact. There have been breakaways in 2020 but I monitor press releases. They seem to be down.

Orion will woo breakaway brokers with two events-- an unusual move for a software firm--  after missing the boat on 2020 recruiting in a tough pandemic year

Orion Advisor Services, LLC

<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

The Omaha, Neb. software giant is seeking to supply pent-up demand created by the COVID-19 pandemic after many brokers saw the benefits of working independently from home.

Orion will woo breakaway brokers with two events-- an unusual move for a software firm-- after missing the boat on 2020 recruiting in a tough pandemic year

Jeff Spears

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