Written by Women Advisors, for Women Advisors


Check out our latest articles and thought leadership pieces below.

Financial Advisors Need to Get Interactive to Grow

By Gretchen Halpin, Co-Founder of Beyond AUM It’s no secret that financial advisors are concentrating on the growth of their practices. But, for a business to thrive in the digital era, it is crucial to keep up with the latest marketing trends, meaning that the path to growth will look

Woman thinking - streamline your RIA

Why Streamlining is so Critical in 2022

As a business owner, you understand that time is a precious commodity. From juggling your calendar to marketing your services, advising clients to maintaining your

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Rest More to Achieve More

The secret to maximizing energy, time, and productivity. 2nd in a Series. By Colleen Hallinan In The Intersection of Self-Care and Achievement we established that

How Equita Helps Solo Firms Succeed

Running a business is tough in normal circumstances. Adding in the COVID-19 pandemic, which has disproportionately impacted women-owned small businesses, and running a business on

Finding a Co-Founder for Your RIA Firm

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

What the CARES Act Means for Financial Advisors

What the CARES Act Means for Financial Advisors

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

Market Update The Benefits of Hindsight

The Benefits of Hindsight

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

Equita’s Favorite Financial Podcasts and Books

Equita’s Favorite Financial Podcasts and Books

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

Equita - Why Community Matters

Why Community Matters 

There are countless studies and statistics out there on the benefits of having a strong support network, but today, we’d like to talk about why community matters coming from

Client Onboarding: 5 Common Mistakes to Avoid by Equita Financial Networkid

Client Onboarding: 5 Common Mistakes to Avoid 

When seeking new business for your firm, first impressions matter. And sometimes, that “first impression” can last three months.  According to InvestmentNews, it can take anywhere from two weeks

Woman executive working at her desk

How to Build a Business on Your Own Terms

Throughout our careers, both Katie Burke and I (Bridget Grimes) have dealt with toxic business environments and have faced gender discrimination and ageism. We have

Why Equita?

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,

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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.