GVA Bulletin – SVB Financial By Eric Parnell, CFA on March 15, 2023June 6, 2023 What happened at SVB? During the trading day on Friday, banking regulators closed SVB Financial and appointed the FDIC as… Read More
Elevate your Practice and Client Experience with GVA By James J. Spinelli, ChFC®, AIF® on March 1, 2023September 13, 2023 Great Valley Advisor Group (GVA) was founded in January of 2014, built from the ground up with a vision and… Read More
2023 Outlook: The Tempest By Eric Parnell, CFA on January 5, 2023 What begins as tragedy . . . Whereof what’s past is prologue; What to come, In yours and my discharge… Read More
GVA’s Technology Stack: Customized Tools to Drive Growth By James J. Spinelli, ChFC®, AIF® on December 5, 2022June 7, 2023 At Great Valley Advisor Group, our focus on technology is intentional. It is in our mission statement, and at the… Read More
GVA’s Culture: Built for Retention and Growth By James J. Spinelli, ChFC®, AIF® on October 7, 2022March 31, 2025
Introducing GVA SecureOffice: How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity By James J. Spinelli, ChFC®, AIF® on November 15, 2021October 11, 2024 The pandemic prompted a significant shift within the financial services space, yielding a decentralized workforce as professionals moved from the… Read More
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
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
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