FIDUCIARY VOICES
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact

Articles

News and Information from Fiduciary Advisors for Consumers +
News and Insights from Organizations that support Fiduciary Advisors' Success

Equita Financial Network Announces 2025 Educational Webinar Series for Financial Advisors

3/13/2025

 
Equita Financial Network is pleased to announce its 2025 Inspiring Insights webinar series. This four-part series is designed to provide financial advisors with cutting-edge insights and practical strategies to enhance their firms’ growth and impact. Carefully selected instructors will share actionable advice on key practice management topics such as leveraging IRS data to better serve clients, integrating philanthropy and multi- generational planning into the advisor’s service mix, and mergers and acquisitions.

The series was launched in April 2023 with a mission to further the education and knowledge of fiduciary financial advisors. Many of the webinars are approved for continuing education (CE) with the CFP® Board and for NAPFA members. 

​Originally published on Citybiz on March 11, 2025. Read full article here.

Equita Financial Network Named by InvestmentNews as One of the Fastest Growing RIAs in the Nation

2/27/2025

 
Equita Financial Network (Equita) has been ranked as one of the fastest-growing RIAs in its category by InvestmentNews. This recognition is a testament to Equita's remarkable growth, industry leadership, and commitment to empowering women in financial services.

Every year, InvestmentNews reports and then ranks the top 74 fee-only RIAs based on a variety of key metrics, such as growth in assets under management (AUM), client acquisition, and revenue. Equita's ranking on this prestigious list demonstrates its ongoing success in providing robust resources and facilitating a collaborative environment for independent, women-led firms.

​Originally published on Citybiz on February 28, 2025. Read full article here.

Real-Life Stories About the Struggles of Female Breadwinners Searching to Find Work-Life Balance

2/10/2025

 
Female breadwinners often face the daunting challenge of balancing high-pressure careers with family responsibilities, societal expectations, and their own well-being. In this thought-provoking article, Bridget Grimes, CFP® shares real-life stories of female attorneys navigating the complexities of work-life balance. From transitioning to new roles to launching solo firms, these women demonstrate the importance of financial planning, career flexibility, and personal fulfillment in achieving harmony between professional success and personal happiness. Explore their journeys and discover actionable insights for advisors supporting clients in similar situations.

​Originally published on Rethinking65 on February 10, 2025. Read the full article here.

Bridget Grimes, CFP® on Building Financial Harmony in New Relationships

2/14/2024

 
Navigating finances in a new relationship can be challenging, but open communication and shared financial values are key to building a strong foundation. Bridget Grimes offers expert insights on how to discuss money matters early on, from understanding each other's financial history to deciding on joint versus separate accounts. Learn practical tips for addressing debt, planning for the future, and creating a financial strategy that aligns with your shared goals, ensuring money doesn't become a source of tension.

​Originally published on CFP®’s Let’s Make A Plan on February 15, 2024. Read the full article here.

Equita Financial Network Adds New Member and “Inspiring Insights” Webinar Sessions

12/18/2023

 
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.

    ABOUT

    Contributions to Fiduciary Voices are provided by independent financial advisors and other professionals who are vetted by an editorial team.

    Categories

    All
    2024 ACP Conference
    2025 Advyzon Conference
    AdvisorEngine
    Advyzon
    Advyzon Investment Management
    Alex Markowitz
    Alliance Of Comprehensive Planners (ACP)
    Alteri Wealth
    Altruist
    Amy Braun Bostich
    Amy Braun-Bostich
    Amy Hamasaki
    Ann J. Shubert
    Apex Fintech Solutions
    Aspyre Wealth Partners
    Astraea Wealth Management
    Auria
    AXG Advisors
    Balefire
    Benjamin Schiffrin
    Bill Keen
    Bill Van Law
    BlackRock
    Blue Chip Partners
    BLX
    BLX Internship Program
    Bob Veres
    Bogart Wealth
    Braun Bostich & Associates
    Braun-Bostich & Associates
    Bridget Venus Grimes
    Buckingham Advisors
    Cassandra Kirby
    CFP
    Charles Reiling
    Charles Schwab
    Christophe Gauthron
    Clark Richards
    ClientFirst Wealth Legacy & Estate Planning
    ClientWise
    CoastalOne
    Constellation Wealth Capital (CWC)
    Crux Wealth Advisors
    Daniel Dusina
    Danielle White
    Daniel Satchkov
    Dan Seder
    Dimensional Fund Advisors
    Dr. Amy Fletcher
    Ed Mahaffy
    Equila Financial
    Equita Financial Network
    Fidato Wealth
    Fiduciary
    Finance Reverse Of America
    Financial Independence Planning (FIP)
    FMG Suites
    George Papanier
    Hailin Li
    ICapital
    Idea Decanter
    Impact Communications
    Indivisible Partners
    Innovayte
    Inside Information
    Institute For The Fiduciary Standard
    Intercontinental Wealth
    Invesco Advisers Inc.
    James Bogart
    Jason Hester
    Jeff Coyle
    Jeffrey Fuhrman
    Jennifer Dazols
    John Hoffman
    John Mackowiak
    John O’Connell
    John Thiel
    Jonny Swift
    Joseph Peiffer
    Juan Pablo Villamarin
    Kartik Srinivasan
    Katie Burke
    Keen Wealth Advisors
    Kevin Knull
    Knut Rostad
    Kwanti
    Laura Corbiani
    Lee Andreatta
    Levitt Capital Management
    Libretto
    Lisa Dazols
    Luis Rosa
    Marie Swift
    Marquis Who’s Who
    Martin Tarlie
    Michelle Gruber
    Mike LaMena
    Mindy McCubbin
    Modern Family Finance
    Morningstar
    Mountain Wealth Planning
    Myriad Advisor Solutions
    NAPFA
    Nebo Wealth
    Nell Cordick
    Olivia Eisinger
    Patrick Shaddow
    Potomac Fund Management
    Ray Sclafani
    Rich Cancro
    RiXtrema
    Robert J. Jackson Jr
    Robert Steinberg
    Rob Rickey
    Shawn Tydlaska
    Shehara Wooten
    Small Business
    Sora Finance
    Stephen Resch
    Stewart Koesten
    StraightLine Group
    Syntax Data
    Syntax Direct
    Tax Concerns
    TaxStatus
    Technology Tools For Today
    The Oasis Group
    Travis Alexander
    Trevor Coyle
    Truman Wealth Advisors
    WVL Group
    Your Story Financial
    Zaneilia Harris

HOME​
PROFILES
ARTICLES
VIDEOS
PODCASTS
CONTACT
Fiduciary Voices © January 1, 2024 - All rights reserved by Impact Communications, Inc.
  • Profiles
  • Articles
  • Videos
  • Podcasts
  • Contact