Newly formed Orgel Wealth Management, with $4 billion in assets under management, is redefining the process of going independent.

Mark Orgel, who founded the 23-person Altoona, Wis., firm, orchestrated an unusually amicable parting of ways with his former employer, RBC Bank, says Mark Tibergien -- CEO of Orgel’s new custodian, Pershing Advisor Solutions. The transition offers a stark contrast to the often-contentious separations that occur when advisors leave employers.

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