Browsing Tag
Equitable
7 posts
Millennials Set to Inherit Majority of Assets in Great Wealth Transfer
Fifty seven percent of Millennials are anticipated to collect $1 million or more in inheritance, according to Equitable
Corporate Roundup: T. Rowe Price Launches Personalized TDF, IRALOGIX Names CFO
The latest industry news from T. Rowe Price, IRALOGIX, Northern Trust, Equitable, and more
Retirement Income Solution Debuts at J.P. Morgan Asset Management
SmartRetirement Lifetime Income allows participants to use familiar target date funds and transition to a personalized retirement income strategy supported by multiple insurers
Corporate Roundup: Alera Group, Vestwell Partnership, Equitable Leadership Appointments
Alera Group and Vestwell launch a new workplace retirement solution aimed at small businesses, Equitable announces new leadership changes, and more
Corporate Roundup: C2P Enterprises Launches Women Advisory Program, RBC C&C Hires Vestwell
Holding company C2P Enterprises launches ‘A Woman’s Clarity’ program dedicated to women financial advisors, RBC Clearing & Custody hires Vestwell as their small plan provider, and more
Turnkey 401k for Small Biz Debuts from Equitable
Addition of Retirement Gateway for Small Business simplifies 401k administration for plans with account values up to $500,000
Equitable Adds Managed Accounts, Cash Balance Solution to SMB Retirement Plans
With a goal of further tailoring investment portfolios and plan design for small- to medium-sized businesses, New York-based…