Wealth transfer is often the focus of legacy planning, which includes structuring trusts, minimizing taxes, and optimizing entity structures. However, these are just tools. True
The wealth management industry is undergoing rapid consolidation, and M&A events are reshaping firms, careers, and client relationships. But behind the deal terms and financials
This educational session explores integrating philanthropic strategies into financial advisory practices, focusing on how advisors can leverage charitable giving to enhance client relationships, attract high-net-worth
In this Equita Inspiring Insights webinar, Kevin Knull, CEO of TaxStatus, shared innovative strategies for financial advisors to achieve organic growth using IRS data.
The Power of Community: A Cornerstone for Financial Advisors In the field of financial advising, the creation and maintenance of a strong professional community are
As financial advisors, clear and effective communication with clients is crucial not only in face-to-face interactions but also online. In a digital-first world, a strong
This session of the Equita Financial Network’s Inspiring Insights Webinar Series uncovered the strategies and lessons learned by WealthChoice, a leading wealth management firm, through
In this Equita Financial Network Inspiring Insights Webinar, Marie Swift, CEO of Impact Communications, Inc. and Dori Thomas, Relationship Manager, Impact Communications, share practical knowledge
The June “Inspiring Insights: Understanding Admired Leadership” webinar with Steve Atkinson and Mallory Stacey is tailored for financial advisors committed to leadership excellence. This session
The May Inspiring Insights webinar, “Estate Planning for Multinationals,” took an in-depth look at the complexities facing individuals with ties to multiple countries. Led by
In a landscape where wealth management is synonymous with asset accumulation, a crucial aspect often remains overlooked: optimizing the liability side your clients’ financial plans.
The financial advisory landscape is undergoing significant changes, with small Registered Investment Advisors (RIAs) facing unique challenges when it comes to scaling and competing in
The March Inspiring Insights webinar for financial advisors dove into the seismic shifts occurring in the landscape of college financial aid. The SECURE Act updates
Learn more about how financial planners can foster enduring relationships with clients through the lens of multi-generational financial literacy in this Inspiring Insights webinar with
This comprehensive Inspiring Insights webinar on advising widows, where guest speaker Megan Kopka dives into the intricate details of planning for widows, combining her technical
Longevity, aging-in-place initiatives, Medicare cutbacks – these trends and more increase the importance of discussing long term care planning with clients. Join Margie Barrie for
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 focused 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
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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
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