Equita in the Media: U.S. News & World Report

It’s been a busy past two months at Equita Financial Network! We couldn’t be more excited to have Equita’s story, mission, and vision featured in U.S. News & World Report.

In October, we talked with U.S. News & World Report for their piece on how to become an independent financial advisor. We shared tips on how to manage the transition from working for another person’s firm to becoming your own boss. One tip we had? Build a support network (which Equita offers). In Katie’s words:

“Having other like-minded planners to reach out to is important for your sanity; you can tap into their expertise for advice on everything from client cases, to running your business, to managing family and business.”

In November, as a follow-up to our last feature, we spoke with U.S. News & World Report again, this time talking about the underlying, systemic reasons why female advisors are leaving bigger firms: low glass ceilings and barriers to advancement across the finance industry.

Because of the industry’s gender problem, many women are launching their own firms (which offers flexibility, support, independence, and unlimited earning potential) — and prospering. We talked about our own experiences leaving larger firms and going independent. Bridget talked about how nerve-racking it was to walk away from her former employer without knowing if she’d have a single client the next day. Despite that fear, she’s never regretted it, not for one day.

You can read the full pieces here:

  1. Becoming an Independent Financial Advisor, U.S. News & World Report, Written by Coryanne Hicks, Published October 15, 2019
  2. Female Advisors Start Their Own Firms to Prosper, U.S. News & World Report, Written by Coryanne Hicks, Published November 18, 2019

If you are interested in learning more about Equita and how our platform can support your long-term success, contact us today.

Privacy Notice

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:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

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.