Succession Readiness isn’t just for advisors approaching retirement; it is the mindset required for both buyers and sellers preparing for a smooth transition! Knowing what
The September webinar focuses on protecting businesses from the “what if” scenarios and the steps prepared advisors should take to build client confidence and trust.
The August webinar taught us about the growth of gender-lens investing and how it has risen across the US and globally. In 2013, Stefanie Crowe,
The financial advisory profession has been grappling with numerous challenges, as revealed by the recently conducted J.D. Power Financial Advisor Satisfaction Survey. This survey, based
The July webinar explored the need to adjust spending through retirement to accommodate changing circumstances. Advisors and researchers have long commented on the need to
This popular Inspiring Insights webinar featured industry experts who explored AI content creation tools and how advisors can best utilize them. The fun and interactive
This Inspiring Insights webinar featured the growth story of Equita member Mindy McCubbin who went from $0 to $100M AUM in less than 5 years.
The first installment of the Equita Inspiring Insights Webinar Series discussed Cyber Crime and Fraud and steps to protect clients and firms. Chad Ramburg, President
A turnkey asset management program (TAMP) provides financial advisors with an easy way to outsource investment management and research. While there are many benefits to
“Making the decision to leave your firm and strike out on your own as a female financial advisor can be fraught with anxiety. You may
“What would happen if you got hit by a bus tomorrow? A little morbid, we know. But seriously, what would happen? Who would your clients
“Women have made great strides in business over the past few decades, but there are still some areas where they are underrepresented. One is financial
“Technology is an integral part of our lives and a necessary cost for any financial advisory practice. It streamlines your processes and improves communication with
“Summer is a time for vacation, relaxation and spending time with family and friends. It can also be a time when female financial advisors struggle
“Women face unique financial challenges throughout their lives. From earning less than men for performing the same job, to shouldering most child-rearing and caregiving responsibilities,
Spring has sprung, and with it, the usual flurry of spring cleaning. From organizing your closet to deep cleaning your kitchen, we’re sure there’s plenty
You could be the most thorough, competent financial advisor of all time, but if nobody knows, what difference does it make? To succeed in the
This year, the theme for International Women’s Day is #BreakTheBias. This theme celebrates the achievements that women have made, takes action for equality, and raises
As a business owner, you understand that time is a precious commodity. From juggling your calendar to marketing your services, advising clients to maintaining your
“My personal experience led me to launch my own financial planning practice, WealthChoice, in 2016. Running my own firm my own way has been one
We’ve all been there at one point — stuck at a firm we are not satisfied with, perhaps feeling out of control or underpaid, lacking
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We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.
Categories of Information We May Collect
In the normal course of business, we may collect the following types of information:
How We Use Your Information That We Collect
Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.
