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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. One factor stands out as a game-changer in the evolving world of financial advising: community. For solo advisors and especially women navigating a male-dominated industry, the power of connection through professional networks, mentorship, and advocacy groups can be transformative. From fostering career growth to ensuring continuity and succession planning, being part of the right-fit community offers invaluable support, resources, and opportunities. Learn more about how these networks not only elevate advisors but also enhance client trust and satisfaction. Proving that collaboration isn't just beneficial, it's essential. Originally published on Equita Financial Network on January 31, 2025. Read full article here. Equita Financial Network (Equita) announced three new member firms have joined its signature platform bringing the number of signature firms to ten. Mountain Wealth Planning, led by Amy Hamasaki, CFP®; Equila Financial, led by Ann J. Shubert, CFP®; and Your Story Financial, led by Shehara Wooten, CFP®, have all been added to the Equita community in recent months. All three firms are full-service fiduciary financial advisory firms. Mountain Wealth Planning was established in 2020; Equila Financial launched just a few months ago, and Your Story Financial took root in 2016. All integrate financial planning, investment management, and coaching for small business owners, professional women, STEM professionals, and the LGBTQIA+ community. Originally published on Agility on August 12, 2024. Read full article here. Equita Financial Network (Equita) announced that Astraea Wealth Management (Astraea), led by Laura Corbiani, 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 2023, 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 Media Source Portal on April 11, 2024. Read full article here. With the Right Network of Support, Small RIAs Can Scale and Thrive in a Competitive Landscape2/19/2024
The financial advisory industry is evolving rapidly, and small Registered Investment Advisors (RIAs) are feeling the pressure to scale, innovate, and compete in a crowded marketplace. From navigating hidden costs to seeking strategic partnerships, these firms face unique hurdles. Enter Equita Financial Network—a groundbreaking platform designed to empower women-led RIAs by providing essential resources, fostering collaboration, and enabling growth while maintaining independence. Discover how Equita is revolutionizing the landscape for small RIAs, helping them thrive through shared expertise, streamlined operations, and a supportive community tailored to their needs. Originally published on Equita Financial Network on January 31, 2025. Read 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 co-founders Bridget Venus Grimes and Katie Burke have been named finalists in the Industry Transformer category by the Women in Wealth Management Awards. The award, being handed out this week at Excell Represent, honors women who are driving transformation and innovation in wealth management through programs, products, or services they’ve created or led. Burke and Grimes are being recognized for their creation of Equita and the network’s growth and impact on women financial professionals. Originally published on Agility on November 14, 2023. Read full article here. The Equita Network is the focus of this Advisor Perspectives article by Marie Swift in which she discusses the ways the network supports women in the financial services industry and how the co-founders and members are forging the path ahead to ensure women advisors have the resources they need to succeed. Originally published on PR Newswire on May 17, 2023. Read full article here. |
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