Insights

Find out what's going on in the investment world.

Insights

Where do we stand? What’s next.

GVA’s CIO, Lee R. Johnson, Jr., CFA , shares his views on the stock market and overall economy. We hope you find it informative. Download PDF As I write this from my home in Chester Springs, PA, I thought I would share a few thoughts unrelated to work, the stock market or the economy. There … Continue reading “Where do we stand? What’s next.”

GVA Welcomes Millstone Wealth Management

Great Valley Advisor Group (GVA) is excited to welcome Travis Hansberger and Tyler Pahl, along with the entire Millstone Wealth Management team to GVA’s RIA Only platform. Millstone Wealth Management reports having served approximately $220 million in advisory assets*. They join us from Thrivent Financial. About Great Valley Advisor Group Great Valley Advisor Group (“GVA”) … Continue reading “GVA Welcomes Millstone Wealth Management”

GVA Annual Compliance Conference date set!

Join GVA in Nashville, October 27-29, 2019, as we celebrate 5 years! At GVA, our annual compliance conference creates an experience for our advisors, program managers, sponsors, and home office to connect, learn, and grow together. Enjoy a strong itinerary with industry leaders and plenty of networking opportunities. If you are interested in joining, or … Continue reading “GVA Annual Compliance Conference date set!”

GVA enables Financial Plan Billing through AdvisorBOB!

In addition to advisor splits (fee splitting), admin fees, program fees, manager overrides, and standard billing requests already established within AdvisorBOB, GVA has enabled financial planning functionality within AdvisorBOB to all advisors of the firm immediately. Whether you collect a one-time, or subscription based payment, this information is securely stored and processed on a frequency … Continue reading “GVA enables Financial Plan Billing through AdvisorBOB!”

LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement

Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL, including Great Valley Advisor Group. Say Goodbye! As of October 22, 2018 LPL is eliminating the minimum advisory asset requirement based on data suggesting it was not effectively contributing to growth. For more information regarding … Continue reading “LPL Financial Eliminates the Hybrid RIA Minimum Asset Requirement”

Categories