Insights

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Insights

Key Trends Shaping the 401(k) Landscape in 2021

2020 was a record-breaking year for the markets. Following March lows as the pandemic emerged, the major indexes produced historic returns for investors by year-end. The market rally helped support 401(k) account balances too, with the Employee Benefit Research Institute reporting that the average balance for older workers was up 15.5% at year-end.  401(k)s continue … Continue reading “Key Trends Shaping the 401(k) Landscape in 2021”

Is M&A Your Best Path to Growth in 2021? What Aspiring Acquirers Should Know

Dealmaking momentum in the RIA space continues to build, and Echelon data reports it reached record levels in the third quarter of 2020 despite earlier pullbacks from the pandemic. Evolving client demands and quickly shifting technology and resource needs, coupled with outsized valuations and a lack of proper succession planning by independent advisors, have all … Continue reading “Is M&A Your Best Path to Growth in 2021? What Aspiring Acquirers Should Know”

Year-in-Review: A Look Back on 2020 Market Activity and Key Areas of Focus for 2021

Greetings GVA Friends, Happy Holidays!  I hope this note finds you well and in good health.  As we near the end of 2020, I wanted to share some thoughts with you on what has been one of the most dynamic and challenging years, not only in the investing world but in our daily lives.  The … Continue reading “Year-in-Review: A Look Back on 2020 Market Activity and Key Areas of Focus for 2021”

Crafting Your Legacy: 4 Succession Planning Considerations for Advisors

There is no doubt that 2020 has been a challenging year, as advisors shifted to mostly digital practices and navigated market volatility alongside their clients. Year-end will represent a welcome relief for many advisors who were forced to reevaluate their approaches over the last several months. But as the new year beckons, succession planning is … Continue reading “Crafting Your Legacy: 4 Succession Planning Considerations for Advisors”

Asset Management as a Value Add: How RIAs Can Leverage Investment Resources to Help Advisors Harness Growth and Focus on Their Client Base

2020 has been a volatile year in the financial markets, with the presidential election, the pandemic and civil unrest contributing to widespread uncertainty. Investors are increasingly looking to their advisors for new strategies to ride out volatility without derailing their long-term plans. With clients seeking additional support, it presents a challenge for advisors who strive … Continue reading “Asset Management as a Value Add: How RIAs Can Leverage Investment Resources to Help Advisors Harness Growth and Focus on Their Client Base”

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