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
Great Valley Advisor Group Acquires U.S. Financial Advisors By Stef Dolan on May 17, 2021September 15, 2024 Acquisition expands GVA’s footprint to New England and adds significant wealth management capabilities and resources PAOLI, Pa. — May 11,… 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
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