Browsing Tag
Equitable
13 posts
Small Business Owners Rely on Financial Guidance
Eight in 10 find the advice they receive from a financial professional worth it, reports Equitable and the SCORE Association
Equitable Acquires Stifel Independent Advisors
Stifel’s independent advisors will transition to Equitable Advisors
Equitable Broadens Lineup of Registered Index-Linked Annuities
The expanded suite also includes death benefit options for clients wanting to leave a legacy to loved ones
Consumer Sentiment Drops As Market Confidence Soars
Morgan Stanley report finds investors feel bullish over market, but Equitable findings report fears over potential declines
Equitable Leader Named IRI’s 2025 Industry Champion of Retirement Security
Nick Lane honored for commitment to expanding access to retirement solutions; Insured Retirement Institute also honors FIG’s Arron Price with 2025 Leadership Award
Corporate Roundup: 401GO Names CGO, PSCA Launches Retirement Income Education Program
The latest news from 401GO, PSCA, Equitable, Prudential, and more
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