Throughout the COVID-19 pandemic, there has been a surge in interest worldwide in supporting nonprofits and giving back to communities in need. Donor-advised funds (DAFs) Fidelity Charitable and Schwab Charitable both reported spikes in charitable giving in 2020, with funds mostly going toward community organizations, food programs, and help for the homeless — and this generosity will likely
Your career goal might be to found your own financial advisory firm. The technical aspects of starting a business can be a challenge — from picking a name to covering the startup costs to finding clients to developing an effective marketing strategy — but sometimes the most difficult part can be finding the right support. Someone who’s in
According to a January 2020 ThinkAdvisor article, 2020 will be the first time in the history of the industry when there will be more independent advisors than employee-based advisors. And TD Ameritrade Institutional’s 2020
Meetings that go over the scheduled amount of time, family members that get sick and need your full attention, phones that go off all day
Right now, during the COVID-19 crisis, it’s hard to get anything done. The distractions are everywhere and it can feel impossible to focus, especially for those of
In 2019, for the first time, the World Health Organization (WHO) officially recognized workplace “burnout” as an occupational phenomenon. WHO said burnout can be classified by three factors: feelings
By Bridget Venus Grimes, CFP® As the COVID-19 pandemic has put our economies and world to a screeching halt, industries and people individually have had to pause,
Financial advisors serve as an anchor for their clients throughout life’s successes and challenges — such as starting a new job, switching careers, starting a
No industry has been immune to the COVID-19 crisis, and that includes financial advisory firms. As Barron’s magazine notes, most financial advisory firms calculate fees as a percentage of clients’ assets under management. “Those fees
US stocks were on a roller coaster ride last week. The S&P 500 Index fell sharply the previous Monday morning, recovered some of its losses
2020 has already been challenging on both the national and global stages. The Coronavirus pandemic has quickly sent the world into a state of panic
At Equita Financial Network, we’re constantly sharing resources, advice, inspiration, and support so we can run our firms better and succeed. So when we told our member firms that we
This March 8th is International Women’s Day (IWD), a “global day celebrating the social, economic, cultural, and political achievements of women — while also marking a call to action
When you first launch a company, you’re siloed: You’re going through this exciting — but isolating — experience, and your friends and family might not be able to relate or give the advice you need. That’s why it’s
Equita Financial Network, Inc. (“EFN”) is a registered investment adviser offering advisory services in the State of California, the State of Minnesota, the State of Missouri, the State of Pennsylvania, the State of Tennessee and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
COPYRIGHT 2020 EQUITA FINANCIAL NETWORK, INC
Equita Financial Network, Inc. (“EFN”) is a registered investment adviser offering advisory services in the State of California, the State of Minnesota, the State of Missouri, the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EFN in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of EFN, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Click here for our Privacy Notice.
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:
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.
