How the EOS Model and Predictive Index Can Enhance Your Practice and Self-Awareness By Stef Dolan on January 10, 2022 For many independent advisors, as well as other entrepreneurs, the most challenging aspects of day-to-day work are keeping their business… Read More
GVA Valley Advisor Summit (VAST): Key Takeaways to Better Your Business By Stef Dolan on January 7, 2022September 15, 2024 Last month, Great Valley Advisor Group held the Valley Advisor Summit (VAST) in Austin, Texas, for our network of advisors… Read More
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
Get to Know the CEO: GVA’s Ryan Todd on Why Empowering Advisor Growth is Key to Success By Stef Dolan on October 20, 2021 Throughout the past two years, the pandemic has slowed down or completely halted many businesses. Yet, the RIA industry has… Read More
Inspired Leadership: A Q&A With COO James Spinelli By Stef Dolan on July 19, 2021 The RIA industry continues to grow at a record pace, with the number of SEC-registered advisers and their assets under… 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
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