GVA advisors interested in book purchase opportunities should complete LPL’s Buyer Survey to be considered for competitive deals. This survey helpsRead More

We’re pleased to invite you to join Mindset: A Blueprint of Certainty During Uncertain Times, the third session of the Expert Insights for Optimal PerformanceRead More

This past week we partnered with Victory Capital to bring you a follow-up webinar to the VAST Snapshot: Explaining Cryptocurrency originally presented to VAST topRead More

In last week’s news we ran a VAST Snapshot: Explaining Cryptocurrency. As a follow-up to thatRead More

You’re likely getting a lot of questions from clients and prospects about cryptocurrency (and Bitcoin). To help explain this new digital asset class, Victory Capital’sRead More

More than a personality test

Earlier this month Steve Hopkins of the Oliver Group presented a session on The Predictive Index to top producers at theRead More

Taking your client relationships to the next level

Earlier this month David Gordon, CFA, CPWA, Director of Eaton Vance Advisor Institute presented a session on TheRead More

Are you running your business or is your business running you?

Over the next several weeks, we will be sharing snippets and snapshots of theRead More

Driving change or creating disruption in your firm can be challenging, but we would argue it is one of the best ways to spur significantRead More

How Our Partnership with Align Managed Services is Up-Leveling GVA’s Approach to Cybersecurity

The pandemic prompted a significant shift within the financial services space, yieldingRead More

Why your business urgently needs a succession plan

Have you ever thought about what happens to your business if you don’t wake up tomorrow morning?

Succession planningRead More