Insights

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Annual Advisor Conference 2026 | Pendry Hotel, Chicago

In Episode 29 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with Paul Morrone Owner and Wealth Manager of Nexa Financial Group and Ross McGoodwin Sr. Regional Vice President, Enterprise at DPL Financial Partners for a discussion on making the Hybrid-to-RIA only move without leaving annuity clients behind.

Paul summed it up well: going RIA-only with the right partner can give you a better suite of solutions than you had on the commission side. If annuities are the only thing keeping you tied to a BD, it may be time to take another look.

Key Takeaways:
Advisory annuities have changed significantly. Early fee-based products were mostly low-cost, investment-only contracts. Today, many offer income riders and enhanced death benefits, which gives fee-only planners real tools to solve client problems.

Every contract gets a path forward. Where a client’s outcome can be improved, the contract moves to an advisory solution through a 1035 exchange. Where it can’t, DPL takes over as agent of record, so the advisor keeps visibility, can still call the carrier, and can earn a management fee.

Technology keeps it all in one place. DPL’s portal consolidates contract data, from beneficiaries to income bases to tax information, and feeds platforms like Orion. That means no more logging into 15 carrier sites, and no product training or appointments to manage.

Advisor Edge: The GVA Way - Episode 29

AI Doomerism Hits Markets: Warnings from AI insiders and Dario Amodei's call to slow frontier development rattled AI stocks and pushed the 10 year Treasury above 5%.

Is it Time to Buy Treasuries? With the Shiller CAPE near its 1999 peak and long yields above 5%, bonds offer the best duration payoff in nearly two decades. The question becomes where is the topping point for yields?

Midterms & the Outlook Ahead: Forecasters favor a divided government, a setup markets have historically handled well.

Market Insights | 10.2.26 - AI Doomerism

In Episode 28 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with our six summer interns to discuss what they learned, what surprised them, and how their perspective on the independent RIA industry evolved over the summer.

One of the biggest takeaways from the conversation was how much happens beyond the advisor-client relationship. They discovered the depth and breadth of GVA and how our team helps advisors grow, scale and better serve their clients.

It was great to hear directly from the interns about how their experience expanded their understanding of the industry, introduced them to the different career paths within wealth management, and gave them a new appreciation for the independent RIA model.

Interns: What We Learned, Surprises, and Perspective

In Episode 27 of our podcast “Advisor Edge: The GVA Way,” James J. Spinelli, ChFC®, sits down with three advisors under GVA, Tim Weigel, CFP®, RICP®, CHFC®, CLU®, Michael Englund, CLU, ChFC, and Chuck Block, CHFC, CLU, for a discussion on how independent advisor brands can thrive under one shared office while benefiting from the collaborative support of Great Valley Advisor Group.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional before making a decision.

Advisor Edge: The GVA Way - Episode 27

Market Insights | Market Momentum