GVA Annual Advisor Conference ’23 – Nashville By Stef Dolan on October 4, 2023September 15, 2024 Great Valley Advisor Group welcomed 55+ Advisors and NLAs to Nashville, TN for our Annual Advisor Conference. Advisors traveled from… Read More
Understanding Direct Indexing and Its Potential Benefits for Advisors By Stef Dolan on September 19, 2023April 4, 2025 Direct indexing has emerged as a powerful tool for portfolio management. This innovative approach allows advisors to tailor investment strategies… Read More
GVA Advisor Referral Program By Stef Dolan on September 1, 2023April 4, 2025 Growth is essential to the success of a business, and as such Great Valley Advisor Group is always looking to… Read More
Latest RIA Trends By Stef Dolan on August 15, 2023April 4, 2025 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
Are You a Financial Advisor That’s Considering Going Independent? By Stef Dolan on August 1, 2023August 15, 2023 At some point, most successful financial advisors will consider going independent—either setting up their own RIA or affiliating with an… 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
GVA Announces Global Interdependence Center (GIC) Sponsorship By Stef Dolan on June 22, 2023October 22, 2025 Great Valley Advisor Group (GVA) is excited to announce that we have become an annual sponsor of the Global Interdependence… Read More
Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management By Stef Dolan on June 14, 2023October 22, 2025 Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming… 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
GVA Events: BMW Championship at Wilmington Country Club By Stef Dolan on August 20, 2022October 22, 2025 August 16-18, 2022 – Great Valley Advisor Group (GVA) hosted our VAST Advisors from around the country for company updates… Read More