GVA Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC® on November 21, 2022September 15, 2024 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC® on November 17, 2022September 15, 2024 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More
GVA’s Culture: Built for Retention and Growth By James J. Spinelli, ChFC® on October 7, 2022March 31, 2025
Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity By James J. Spinelli, ChFC® on November 15, 2021October 11, 2024 The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the… Read More
Disrupting the Routine: Change is the Best Way to Grow Your Business By James J. Spinelli, ChFC® on November 9, 2021 Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the… Read More
Strength in Members By James J. Spinelli, ChFC® on September 2, 2021 How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment Advisors’ worlds have been completely revolutionized within… Read More
RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking By James J. Spinelli, ChFC® on June 1, 2021 Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the… Read More
Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology By James J. Spinelli, ChFC® on April 23, 2021 Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool… Read More
M&A Leaders by Design: How GVA Has Proactively Built an Attractive Partnership Brand By James J. Spinelli, ChFC® on March 23, 2021 RIA dealmaking activity continues to break records. While the pace of transactions slowed in early 2020 as the pandemic took… Read More
Is M&A Your Best Path to Growth in 2021? What Aspiring Acquirers Should Know By James J. Spinelli, ChFC® on December 29, 2020 Dealmaking momentum in the RIA space continues to build, and Echelon data reports it reached record levels in the third… Read More
Crafting Your Legacy: 4 Succession Planning Considerations for Advisors By James J. Spinelli, ChFC® on December 17, 2020 There is no doubt that 2020 has been a challenging year, as advisors shifted to mostly digital practices and navigated… Read More