Startups across the nation have suffered during the pandemic — yet COVID-19 has also led to a surge in creativity and entrepreneurship. The New York Times found that, whether because of layoffs or a desire for a new challenge, older people are becoming entrepreneurs at an increasing rate. In 2019, 25 percent of new entrepreneurs were ages 55 to 64, up from about 15
Financial advisors help their clients plan for their financial future every day — yet many advisors do not do the same for themselves. According to Cerulli Associates, a wave of advisors are set to begin retiring in 2021, yet 22 percent are unsure of their succession plan, and developing or
Launching a business from the ground up is stressful — but it’s also exhilarating. Sometimes it’s that adrenaline alone that can sustain you through late
Have you ever wondered what a typical day looks like for a financial planner in the Equita Financial Network, and how the Equita platform helps these solo firm owners succeed? In this week’s
At Equita Financial Network, we’re passionate about supporting the professional and personal growth of our Member Firms. One way we do this is by sponsoring a
For many financial advisors, breaking away and starting their own independent RIA firm is the biggest achievement of their career. It’s the culmination of years
Parents are having to grapple with impossible decisions this back-to-school season. “If I send my child back to school, will that endanger their health, their
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
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
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,
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