Equita Financial Network Launches Comprehensive Succession Planning Solution in Partnership with Ellevate Advisors and FP Transitions
Equita Financial Network (EquitaFN), the only wealth management platform for women owned, fee-only independent financial advisors, announced the launch of its new succession planning solution, EquitaFN Succession Advantage, designed to help member firms secure their futures, preserve business value, and ensure clients are cared for during leadership transitions. Developed in collaboration......