Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference.
News & Events
News & Events
Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018 from 7:00PM to 11:00PM at the Great American Pub in Conshohocken, PA. Tickets may be purchased online, or at the door. We hope to see you there! 10th Annual Beef & Beer
AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution …. This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating … Continue reading AdvisorBOB© is live!
For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it’s time for a change, and will host this years event October 11 – 13, 2017 at LPL Financial’s new headquarters in Fort Mill, SC! We will send out more information in the coming months, but … Continue reading GVA Annual Compliance Conference – Oct. 11 – 13, 2017
GVA will host a quarterly compliance call for their advisors to discuss updates regarding the following topics: Employer Sponsored ERISA Plans 3(21) vs. 3(38) fiduciary Participant education Consulting Services Financial planning for plan participants Ongoing fee for service: defining the ongoing service Some DOL considerations for LPL Standardized Compensation: LPL is working toward level compensation … Continue reading Compliance Call – Thursday 6/8/17 @ 1PM EST