News & Events

News & Events

GVA’s Compliance Conference (Philly Forum) date is set!

Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference.

GVA Proudly Supports The Kyle Ambrogi Foundation

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© is live!

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!

GVA Annual Compliance Conference – Oct. 11 – 13, 2017

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

Compliance Call – Thursday 6/8/17 @ 1PM EST

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