WHITEPAPER: Collaboration Leads to Success: Why Aurum Wealth Management Made Changes to Their Advisor...
When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.
WHITEPAPER: Power Your Firm’s Value Proposition with a Financial Planning Strategy
The Financial Planning Gap
The benefits of providing a financial plan to clients have...
WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process
Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...
WHITEPAPER: Monitoring the Nation’s Health with Blockchain Technology
Executive Summary written by GBBC
Every day, doctors and patients generate massive amounts of data, most of which...
WHITEPAPER: Power Ledger – Use Cases
Executive Summary written by GBBC
Traditional power grid infrastructure gives little control to consumers; consumers are unable to...