Orion Advisor Tech: Navigating Today’s Challenges on the Road to Independence

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The COVID-19 pandemic and subsequent economic and market uncertainty may have derailed your best-laid breakaway plans—but that doesn’t mean you should abandon your dream of starting an RIA or joining a new one.

In fact, the pandemic may actually be a driving force for some advisors: According to a Fidelity study, two-thirds of advisors think digitally innovative firms have become more attractive during the pandemic, while half of advisors believe working remotely makes going independent feel more feasible1.

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