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 Phil Regan 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
AI and Machine Learning Opportunities in Finance By James J. Spinelli, ChFC®, AIF® on July 19, 2023August 15, 2023 Artificial Intelligence (AI) has had a drastic effect on our entire society and will continue to impact our lives in… 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
Market Insights with Eric: Episode 4, July 5th, 2023 By Eric Parnell, CFA on July 5, 2023 Great Valley Advisor Group is excited to present the latest episode of our new video series featuring Chief Market Strategist,… Read More
GVA Announces Global Interdependence Center (GIC) Sponsorship By Mike Burke on June 22, 2023September 15, 2024 Great Valley Advisor Group (GVA) is excited to announce that we have become an annual sponsor of the Global Interdependence… Read More
Market Insights with Eric: Episode 3, June 21, 2023 By Eric Parnell, CFA on June 21, 2023June 21, 2023 Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist,… Read More
Great Valley Advisor Group Partners with Pontera to Revolutionize Held Away Account Management By Mike Burke on June 14, 2023August 15, 2023 Great Valley Advisor Group (GVA) is excited to announce its partnership with Pontera, a groundbreaking fintech platform that is transforming… Read More
Market Insights with Eric: Episode 2, June ’23 By Eric Parnell, CFA on June 7, 2023June 21, 2023 Great Valley Advisor Group is excited to present the second episode of our new video series featuring Chief Market Strategist,… Read More
Market Insights with Eric: Episode 1, May ’23 By Eric Parnell, CFA on May 24, 2023June 9, 2023 Great Valley Advisor Group is excited to present the first episode of our new video series featuring Chief Market Strategist,… Read More
What Is Basecamp? By James J. Spinelli, ChFC®, AIF® on May 10, 2023August 15, 2023 A basecamp is defined as a place providing supplies, shelter, communications, and an opportunity to prepare for the journey ahead…. Read More