Advisor Edge: The GVA Way – Episode 1 By Stef Dolan on March 14, 2024October 2, 2024 In Episode 1, James sits down with Phil Regan, part of the Business Development team at GVA, and they discuss… Read More
Case Study: Chester Springs Financial Group By Stef Dolan on February 15, 2024February 29, 2024 Michael Dedda, ChFC, Co-Founder and President of Chester Springs Financial Group, discusses how his firm utilizes tools from GVA, specifically… Read More
Case Study: GVA Advisors on Their Transition to Independence By Stef Dolan on January 31, 2024January 31, 2024 In our latest case study video, GVA advisors discuss transitioning to either a hybrid or an independent operating model, and… Read More
Case Study: North Point Advisor Group By Stef Dolan on January 23, 2024January 26, 2024 Our latest case study video explores North Point Advisor Group, and how Mike Dolezal and David Hopkins took their firms… Read More
Understanding Direct Indexing and Its Potential Benefits for Advisors By Stef Dolan on September 19, 2023October 20, 2023 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, 2023September 1, 2023 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, 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
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