GVA Annual Compliance Conference date set! By James J. Spinelli, ChFC®, AIF® on June 11, 2019September 15, 2024 Join GVA in Nashville, October 27-29, 2019, as we celebrate 5 years! At GVA, our annual compliance conference creates an… Read More
GVA enables Financial Plan Billing through AdvisorBOB! By Colton Pence on December 13, 2018September 15, 2024 In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within… Read More
LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement By James J. Spinelli, ChFC®, AIF® on October 24, 2018September 15, 2024 Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL,… Read More
GVA Launches a Proprietary Salesforce Risk Questionnaire By James J. Spinelli, ChFC®, AIF® on September 19, 2018September 15, 2024 GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows… Read More
GVA Partners with Cipperman Compliance Services By James J. Spinelli, ChFC®, AIF® on June 13, 2018September 15, 2024 Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud… Read More
GVA’s Compliance Conference (Philly Forum) date is set! By James J. Spinelli, ChFC®, AIF® on June 11, 2018September 15, 2024 Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference…. Read More
GVA Proudly Supports The Kyle Ambrogi Foundation By James J. Spinelli, ChFC®, AIF® on March 19, 2018September 15, 2024 Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018… Read More
AdvisorBOB© is live! By Colton Pence on February 26, 2018September 15, 2024 AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution… Read More
GVA Annual Compliance Conference – Oct. 11 – 13, 2017 By James J. Spinelli, ChFC®, AIF® on June 26, 2017September 15, 2024 For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it’s… Read More
Compliance Call – Thursday 6/8/17 @ 1PM EST By James J. Spinelli, ChFC®, AIF® on June 2, 2017September 15, 2024 GVA will host a quarterly compliance call for their advisors to discuss updates regarding the following topics: Employer Sponsored ERISA… Read More
Advisor Appreciation Event By James J. Spinelli, ChFC®, AIF® on May 3, 2017September 15, 2024 Great Valley Advisor Group (GVA) will hold an Advisor Appreciation Event on May 10th for a business person special at… Read More
Clientworks Training & Best Practices By James J. Spinelli, ChFC®, AIF® on March 21, 2017September 15, 2024 Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks… Read More