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
Nick Lane tasked with helping Equitable hit its wealth management goals
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.
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.
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.
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.
Thought leadership
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.
White paper: Critical role of tech 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 Outdated technology has caused 65% of advisors to lose business. Efficient and integrated technology can drive efficiency, deepen client relationships.
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.
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.
News and announcements
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.
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.
Find an advisor today to receive help in achieving financial freedom and to learn more about women, money and relationships.
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.