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!
News & Events
News & Events
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
GVA advisors may now send risk questionnaires directly to their clients from within their Salesforce account. This new technology allows the advisor to gather important risk information through an online questionnaire taken by the client. Once the client completes their risk questionnaire, a record is created in Salesforce, and the appropriate risk score populates on … Continue reading GVA Launches a Proprietary Salesforce Risk Questionnaire
Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that … Continue reading GVA Partners with Cipperman Compliance Services
Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference.