WHITEPAPER: Seven Relationship Skills That Will Impress High-Net-Worth Investors

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HNW clients requires a highly targeted approach to service and marketing, since what they value in a financial advisor doesn’t necessarily align with what mass affluent investors value. HNW investors are opportunity seekers who are also extremely confident in their ability to handle money...

WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process

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Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

WHITEPAPER: Growing Your Advisory Business During a Recession

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Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...

WHITEPAPER: Monitoring the Nation’s Health with Blockchain Technology

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Executive Summary written by GBBC Every day, doctors and patients generate massive amounts of data, most of which...

WHITEPAPER: Power Ledger – Use Cases

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Executive Summary written by GBBC Traditional power grid infrastructure gives little control to consumers; consumers are unable to...