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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 Nation2/27/2025
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 Balance2/10/2025
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. 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 (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. |
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