Latest RIA Trends By Stef Dolan on August 15, 2023August 15, 2023 At Great Valley Advisor Group, our unique operating model provides us the opportunity to keep our finger on the pulse… Read More
Exclusive From Camp Kotok! By Stef Dolan on August 10, 2023September 15, 2024 Over the last several days, Great Valley Advisor Group’s Chief Market Strategist, Eric Parnell, CFA, attended Camp Kotok. The event… Read More
Welcome Phil Regan, Business Development Associate By Stef Dolan on July 12, 2023September 15, 2024 Berwyn, PA, June 20, 2023 – Great Valley Advisor Group (GVA) is excited to welcome Phil Edge Regan as Business… Read More
LPL Hosts Annual Focus Meeting in San Diego By Stef Dolan on July 6, 2023September 15, 2024 LPL’s annual flagship conference, Focus, will take place August 4-7, 2023 at the San Diego Convention Center. This conference encourages… Read More
Innovative Planning Group Acquires Bridge Investment Group By Stef Dolan on May 31, 2023September 15, 2024 Berwyn, PA — May 31, 2023 — Great Valley Advisor Group (GVA) today announced that Innovative Planning Group (IPG), a GVA… Read More
Introducing GVA Small Account Solution (SAS) By Stef Dolan on January 31, 2023July 25, 2023 GVA’s platform continues to help advisors succeed. As you continue to grow, so does your client base, creating additional servicing… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022September 15, 2024 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More
How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness By Stef Dolan on January 10, 2022 For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business… Read More
GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business By Stef Dolan on January 7, 2022September 15, 2024 Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors… Read More
Get to Know the CEO: GVA’s Ryan Todd on Why Empowering Advisor Growth is Key to Success By Stef Dolan on October 20, 2021 Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has… Read More
Inspired Leadership: A Q&A With COO James Spinelli By Stef Dolan on July 19, 2021 The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under… Read More
Great Valley Advisor Group Acquires U.S. Financial Advisors By Stef Dolan on May 17, 2021September 15, 2024 Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11,… Read More