• Study Shows Women Financial Advisors Are Much Happier at Solo Practices Rather than Large Firms — Why Is This?

    We all know that the percentage of women entering finance is dismal: The CFP Board reported that, for the years 2017, 2015, and 2013, the number of women with Certified Financial Planner™ (CFP®) certification was stagnant at about 23 percent. But the recent paper “Success and satisfaction of women in financial planning,” published in the

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  • Why Equita, and Why Now?

    “When we invest in women and girls, we are investing in the people who invest in everyone else.” — Melinda Gates Over the past year, Bridget and I have been asked to do a number of interviews about Equita Financial Network, in which we have discussed what we offer our members and the overall benefits

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