Economic & Market Report: Time to Study Abroad By Eric Parnell, CFA on January 31, 2023 Summary Non-U.S. stocks have been on fire as of late. After years of chronic underperformance relative to the United States,… Read More
Introducing GVA Small Account Solution (SAS) By Stef Dolan on January 31, 2023July 25, 2023 GVA’s platform continues to help advisors succeed. As you continue to grow, so does your client base, creating additional servicing… Read More
Economic & Market Report: Investing’s Rich Pageant By Eric Parnell, CFA on January 23, 2023 Summary Maria: “You should get out of these clothes immediately. You’ll catch your death of pneumonia, you will.”Clouseau: “Yes, I probably will…. Read More
Economic & Market Report: The Other Side Of The Mountain By Eric Parnell, CFA on January 16, 2023 Summary We have begun the descent down the other side of the mountain. The long dormant inflationary pressures that erupted… 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 Selects Pontera to Provide Tailored Retirement Solutions to Advisors By James J. Spinelli, ChFC®, AIF® on November 21, 2022September 15, 2024 Great Valley Advisor Group, a technology-driven, full-service Hybrid Registered Investment Advisor (RIA), today announced its partnership with financial technology company Pontera to… Read More
Welcome Eric Parnell! By James J. Spinelli, ChFC®, AIF® on November 17, 2022September 15, 2024 Great Valley Advisor Group is excited to announce the hiring of Eric B. Parnell, CFA as Chief Market Strategist! Eric applies his… Read More
Great Valley Advisor Group promotes Cheryl DeRosa to Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 21, 2022September 15, 2024 Great Valley Advisor Group, the Berwyn, PA based, leading technology-driven, full-service Registered Investment Advisor has promoted Director of Compliance, Cheryl deRosa… Read More
GVA’s Culture: Built for Retention and Growth By James J. Spinelli, ChFC®, AIF® on October 7, 2022March 31, 2025
GVA Events: BMW Championship at Wilmington Country Club By Mike Burke on August 20, 2022September 15, 2024 August 16-18, 2022 – Great Valley Advisor Group (GVA) hosted our VAST Advisors from around the country for company updates… Read More
Great Valley Advisor Group Adds Gaines Financial Group By Stef Dolan on February 3, 2022September 15, 2024 The $825M Florida RIA joins GVA to leverage its advisor network and robust technology offerings Berwyn, Pa. — Feb. 3,… Read More