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: Growing Your Advisory Business During a Recession
Introduction
The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...
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: Seven Relationship Skills That Will Impress High-Net-Worth Investors
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: Power Ledger – Use Cases
Executive Summary written by GBBC
Traditional power grid infrastructure gives little control to consumers; consumers are unable to...