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
Advice for RIAs to Manage Cybersecurity Risk in Today’s Environment: An Exclusive Q&A with Align Cybersecurity’s John Araneo By James J. Spinelli, ChFC®, AIF® on November 10, 2020 Cybersecurity continues to be an important focus for RIAs, particularly as more firms embrace the virtual and largely decentralized workplace,… Read More
Cybersecurity Best Practices for RIAs: Your Action Plan to Protecting Your Clients and Your Practice By James J. Spinelli, ChFC®, AIF® on October 27, 2020 In the last several years, investors have increasingly turned to virtual environments to engage with their professional partners, checking account… Read More
Turning Uncertainty into Opportunity: How Post-Pandemic Trends Will Prompt Advisors to Consider Going Independent By James J. Spinelli, ChFC®, AIF® on October 14, 2020 This year is presenting unprecedented challenges for financial advisors, with the pandemic impacting businesses of all sizes, the election and… Read More
GVA Network Insights: Our Advisors Spotlight the Benefits of Going Independent By James J. Spinelli, ChFC®, AIF® on October 7, 2020 We’ve seen a major shift in the financial advice industry in the last decade, as more advisors opt out of… Read More
Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors By Colton Pence on August 25, 2020 The COVID-19 pandemic prompted a wave of change for the financial services sector, namely accelerating the industry’s ongoing shift to… Read More
Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office By James J. Spinelli, ChFC®, AIF® on August 5, 2020 The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business… Read More
Where do we stand? What’s next. By Lee R. Johnson, Jr., CFA on April 17, 2020 GVA’s CIO, Lee R. Johnson, Jr., CFA , shares his views on the stock market and overall economy. We hope… Read More