Equitable Advisors
news and insights

Stay informed and up-to-date with Equitable Advisors news and insights, a valuable resource that provides advisors with the latest thought leadership, articles, and industry announcements.

Articles

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Equitable Advisors 'Supported Independence' Model Continues to Attract Experienced Advisors

March 7, 2024

Nick Lane, President of Equitable emphasizes the demand for financial advice. He highlights Equitable Advisors supported independence model and acknowledges the potential risks and uncertainties in the financial industry.

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Photo of David Karr and Jim Melin smiling while dressed in suit and tie
Advisors News and Insights How Equitable Advisors unique model is reshaping the industry

September 21, 2023

With supported independence, advisors are finding just what they need, with flexibility and support in so many ways. Hear from our Chairman, David Karr, and President of Advice and Wealth Management, Jim Mellin, in this AdvisorHub article.

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headshot of Dave Karr
Advisors Insights and News Advisor Talk Podcast

July 24, 2023

Elite Consulting Partners CEO Frank LaRosa is joined by David Karr, Chairman of Equitable Advisors, for a dynamic conversation that pertains to every financial professional in the industry considering a supported independence model.

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headshot of Tony Sirianni
Advisors News and Insights The Tony Sirianni Podcast

June 1, 2023

AdvisorHub’s CEO, Tony Sirianni talks with David Karr. The two discuss how advisors engaged more deeply with their clients during the financial crisis, how technology has become a priority for advisors, and having an advisor first mentality.

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Thought leadership

What advisors want from a firm today white paper - Equitable advisors
White paper: What advisors want from a firm today

According to research by Equitable Advisors, 78% of advisors want to operate independently to build their practices. Support is ranked as one of the most important attributes when making a move. Flexibility, technology, growth opportunities, and support are key factors for advisors when looking for a firm or making a change.

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The critical role of technology in a financial practice white paper - Equitable Advisors
White paper: The critical role of technology in a financial practice

Financial advisors commonly face frustration due to the lack of integration between tech platforms, leading to productivity challenges and hindering client relationships. Outdated wealth management technology has caused 65% of advisors to lose business. Integrating efficient and integrated technology can drive efficiency, deepen client relationships, and prevent financial losses.

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Growing your wealth management practice white paper - Equitable Advisors
White paper: Growing your wealth management practice

Advisors prioritize the potential for growth, with 80% wanting to build equity in their practice as an asset for future monetization. Serving clients well is crucial for growth, requiring advisors to be empowered to strengthen client relationships and deliver comprehensive, unbiased advice. To achieve growth, advisors need support and must understand the key themes of growth, its sources, and the necessary conditions.

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What's the true cost of being independent? white paper - Equitable Advisors
White paper: What's the true cost of being independent?

Advisors face the challenge of balancing independence with expenses. Being fully independent offers flexibility, control, and equity. Understanding true net financials is crucial for managing costs and maximizing income.

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News and announcements

Headshots of mother and son advisor team, Tamara Kukainis and Daniel Kukainis
Equitable Advisors welcomes mother-son team with $175 million AUM

October 25, 2023 

Financial advisors Tamara Kukainis and Daniel Kukainis have joined Equitable Advisors, moving their team, Schwartz Financial Associates, from Cetera Advisor Networks. They will operate from their Marlton, New Jersey office as part of the Firstrust Financial Resources team within Equitable Advisors' greater-Philadelphia branch.

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$360m Combined AUM $80.4bn AUA
Equitable Advisors hires four advisors with combined $360M AUM

August 17, 2023

Equitable Advisors recruited four financial advisors with over $360 million in combined AUM. Its wealth management segment has $80.4 billion in assets under administration and approximately 4,100 financial professionals nationwide.

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Important

For purposes of this discussion, "advisor" is used as a general term to describe insurance/annuity, investment sales and advisory professionals who may hold licensing as insurance agents, registrations with broker/dealers and registrations as investment advisory representatives (IAR) of registered investment advisers, respectively. "Advisor" in this context is not intended to necessarily refer to IAR offered fee-based financial advisory/planning services. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI & TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. 

GE-6730240.1 (07/2024) (Exp. 07/2026)