Equita Financial Network (Equita) announced that Modern Family Finance, led by Lisa and Jennifer Dazols, has joined as a new member firm, bringing the number of member firms to seven. The network has also announced new speakers, topics, and dates for the Inspiring Insights educational webinar series. The series, which began in April, happens on the last Wednesday of each month at 4:00 p.m. Eastern Time (ET) and is dedicated to furthering the education and knowledge of fiduciary financial advisors. Originally published on Agility Newsroom on June 27, 2023. Read full article here. Amy Braun-Bostich, Founding Partner and CEO of Braun-Bostich & Associates was named to America’s Top Women Wealth Advisors Best-In-State list for 2023 by Forbes. In Forbes’ seventh annual Top Women Wealth Advisors list, which included 1,697 women advisors from across the country, Braun-Bostich ranked #26 in the state of Pennsylvania. This is the second consecutive year that Braun-Bostich was included in this prestigious list after coming in at #31 in the state of Pennsylvania in last year’s rankings. Originally published on PRNewswire on June 1, 2023. Read full article here. |
ABOUT
Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team. Archives
September 2023
Categories
All
|