Advice for RIAs to Manage Cybersecurity Risk in Today’s Environment: An Exclusive Q&A with Align Cybersecurity’s John Araneo By James J. Spinelli, ChFC® on November 10, 2020 Cybersecurity continues to be an important focus for RIAs, particularly as more firms embrace the virtual and largely decentralized workplace,… Read More
Cybersecurity Best Practices for RIAs: Your Action Plan to Protecting Your Clients and Your Practice By James J. Spinelli, ChFC® on October 27, 2020 In the last several years, investors have increasingly turned to virtual environments to engage with their professional partners, checking account… Read More
Turning Uncertainty into Opportunity: How Post-Pandemic Trends Will Prompt Advisors to Consider Going Independent By James J. Spinelli, ChFC® on October 14, 2020 This year is presenting unprecedented challenges for financial advisors, with the pandemic impacting businesses of all sizes, the election and… Read More
GVA Network Insights: Our Advisors Spotlight the Benefits of Going Independent By James J. Spinelli, ChFC® on October 7, 2020April 4, 2025 We’ve seen a major shift in the financial advice industry in the last decade, as more advisors opt out of… Read More
GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event By James J. Spinelli, ChFC® on September 2, 2020September 15, 2024 GVA believes in giving back to our local community and supporting those in need. The charities we have chosen to… Read More
Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub By James J. Spinelli, ChFC® on August 20, 2020September 15, 2024 GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients… Read More
Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office By James J. Spinelli, ChFC® on August 5, 2020 The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business… Read More
Great Valley Advisor Group Adds Bernicke Wealth Management By James J. Spinelli, ChFC® on June 29, 2020September 15, 2024 The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great… Read More
GVA Welcomes Millstone Wealth Management By James J. Spinelli, ChFC® on March 31, 2020September 15, 2024 Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth… Read More
GVA Annual Compliance Conference date set! By James J. Spinelli, ChFC® on June 11, 2019September 15, 2024 Join GVA in Nashville, October 27-29, 2019, as we celebrate 5 years! At GVA, our annual compliance conference creates an… Read More
LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement By James J. Spinelli, ChFC® on October 24, 2018September 15, 2024 Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL,… Read More
GVA Launches a Proprietary Salesforce Risk Questionnaire By James J. Spinelli, ChFC® on September 19, 2018September 15, 2024 GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows… Read More