Disrupting the Routine: Change is the Best Way to Grow Your Business By James J. Spinelli, ChFC®, AIF® on November 9, 2021 Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the… 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
Strength in Members By James J. Spinelli, ChFC®, AIF® on September 2, 2021 How a Well-Curated Advisor Network Drives Growth and Empowers Advisors in Today’s Environment Advisors’ worlds have been completely revolutionized within… 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
RIA M&A Activity Continues to Reach Record Levels: What Sell-Side RIAs Are Seeking By James J. Spinelli, ChFC®, AIF® on June 1, 2021 Mergers and acquisition activity in the RIA industry continues to grab headlines and make history. Despite early setbacks from the… Read More
Don’t Be Afraid of the Stack – GVA’s Simple Steps to Growth Through Technology By James J. Spinelli, ChFC®, AIF® on April 23, 2021 Technology continues to dominate the conversation around advisor growth strategies, and the ability to leverage it as a growth tool… Read More
M&A Leaders by Design: How GVA Has Proactively Built an Attractive Partnership Brand By James J. Spinelli, ChFC®, AIF® on March 23, 2021 RIA dealmaking activity continues to break records. While the pace of transactions slowed in early 2020 as the pandemic took… Read More
Key Trends Shaping the 401(k) Landscape in 2021 By Jason Kell, AIF® on March 8, 2021 2020 was a record-breaking year for the markets. Following March lows as the pandemic emerged, the major indexes produced historic… Read More
Is M&A Your Best Path to Growth in 2021? What Aspiring Acquirers Should Know By James J. Spinelli, ChFC®, AIF® on December 29, 2020 Dealmaking momentum in the RIA space continues to build, and Echelon data reports it reached record levels in the third… Read More
Year-in-Review: A Look Back on 2020 Market Activity and Key Areas of Focus for 2021 By Lee R. Johnson, Jr., CFA on December 21, 2020 Greetings GVA Friends, Happy Holidays! I hope this note finds you well and in good health. As we near the… Read More
Crafting Your Legacy: 4 Succession Planning Considerations for Advisors By James J. Spinelli, ChFC®, AIF® on December 17, 2020 There is no doubt that 2020 has been a challenging year, as advisors shifted to mostly digital practices and navigated… Read More
Asset Management as a Value Add: How RIAs Can Leverage Investment Resources to Help Advisors Harness Growth and Focus on Their Client Base By James J. Spinelli, ChFC®, AIF® on November 17, 2020 2020 has been a volatile year in the financial markets, with the presidential election, the pandemic and civil unrest contributing… Read More