GVA Vendor Spotlight: AdvisorBOB’s BOBValue By Colton Pence on February 15, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB also provides Succession Plans, Buy/Sell… Read More
GVA Vendor Spotlight: AdvisorBOB Integrates Stripe By Colton Pence on February 10, 2023September 15, 2024 Great Valley Advisor Group has relied on AdvisorBOB for best-in-class compensation services since 2018. AdvisorBOB recently announced its successful integration… Read More
Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors By Colton Pence on August 25, 2020 The COVID-19 pandemic prompted a wave of change for the financial services sector, namely accelerating the industry’s ongoing shift to… Read More
GVA enables Financial Plan Billing through AdvisorBOB! By Colton Pence on December 13, 2018September 15, 2024 In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within… Read More
AdvisorBOB© is live! By Colton Pence on February 26, 2018September 15, 2024 AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution… Read More