Leveraging Technology with the GVA Tech Stack By Stef Dolan on January 16, 2025January 17, 2025 At GVA, we know how important technology is to financial advisors. Without sacrificing the human element, our technology stack is purpose-built for advisors dedicated to improving client interaction, streamlining processes, and making data-driven decisions.
Market Insights with Eric: Episode 40 By Eric Parnell, CFA on January 9, 2025January 9, 2025 2024 Stock Market Review video with Chief Market Strategist Eric Parnell.
Economic & Market Report: 5 for 2025 By Eric Parnell, CFA on January 6, 2025January 6, 2025 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
2024: A Year In Review By Stef Dolan on January 2, 2025January 3, 2025 As 2024 comes to a close we’re remembering some of our favorite moments, achievements, and connections – with all of… Read More
Economic & Market Report: Mad Men By Eric Parnell, CFA on December 30, 2024December 30, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
GVA Marketing Launches Three Flagship Websites By Stef Dolan on December 27, 2024December 27, 2024 The GVA Marketing team recently designed and built all new websites for three of our flagship DBA advisor firms. Paragon… Read More
Advisor Marketing Investment: What Do the Numbers Say? By Stef Dolan on December 18, 2024December 18, 2024 Recently, the GVA Marketing team hosted a GVA ALPINE conference call with Lisa Graham, Co-Founder and CEO of Graham Media Partners.
Market Insights with Eric: Episode 39, December 12 By Eric Parnell, CFA on December 17, 2024December 17, 2024 It has been a phenomenal year for the U.S. stock market in 2024.
Economic & Market Report: Cruising Altitude By Eric Parnell, CFA on December 16, 2024December 16, 2024 In this week’s Economic & Market Report: Giving Thanks, Eric discusses how it’s time to give thanks for the good fortunes of life, friends, and health.
Financial Advisors: Holiday Gift Ideas for Clients By James J. Spinelli, ChFC®, AIF® on December 11, 2024December 11, 2024 The holiday season is a time of giving, gratitude, and reflection, making it an ideal opportunity for financial advisors to show appreciation to their clients.
Advisor Edge: The GVA Way – Episode 10 By Stef Dolan on December 5, 2024December 6, 2024 In Episode 10 of our podcast “Advisor Edge: The GVA Way” James J. Spinelli, ChFC® hosts Jason Kell, Director… Read More
Navigating Mergers and Acquisitions in the Wealth Management Space: A Guide for Financial Advisors By James J. Spinelli, ChFC®, AIF® on December 5, 2024December 5, 2024 Mergers and acquisitions (M&A) in the wealth management industry have become increasingly common as firms look to scale, streamline operations, and offer more comprehensive solutions to clients.