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Equita Launches Succession Planning Program For Women Advisors

January 12, 2026

Equita Financial Network, a wealth management platform for women-owned, fee-only financial advisors, has launched a succession planning service for its members.

The new service, called EquitaFN Succession Advantage, was designed in collaboration with Ellevate Advisors and FP Transitions to help the network’s members preserve business value and ensure continuity for clients during leadership transitions, an Equita statement said.

https://www.fa-mag.com/news/equita-builds-a-succession-program-for-women-advisors-83940.html

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