InvestmentNews

Equitable Advisors welcomes $326M advisor pair from Truist

Equitable Advisors has expanded its reach in Virginia with the addition of two veteran advisors from Truist. The advisory unit of financial services giant Equitable revealed Wednesday that it has ...
InvestmentNews

Complexity is rattling millennials’ financial confidence, study says. This spells opportunity for advisors

Millennials stand at a critical financial crossroads,” said Gerald Grant III, a financial advisor at Equitable Advisors.

Equitable PEAK 35™ Study: Millennials Seek Trusted Financial Advice as They Build and Inherit Wealth

Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today ...
Insurancenewsnet.com

Peter Tian appointed group treasurer of Equitable Holdings

Equitable Holdings, Inc., the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced that Peter Tian has been named group treasurer, ...
Business Wire

Majority of Gen X Feels Confident in Their Investment Decisions, Yet 40% Lack a Formal Financial Plan

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, “Approaching Retirement: ...
Nasdaq

Equitable Announces Acquisition of Stifel Independent Advisors

NEW YORK--(BUSINESS WIRE)-- Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today that its affiliate has entered into an ...
Financial Advisor

Equitable Acquires Penn Investment Advisors With $600M AUA

Equitable Advisors, a New York City-based financial services company and principal franchise of Equitable Holdings Inc., has acquired Penn Investment Advisors (PIA) Inc., a registered investment ...
Seeking Alpha

Equitable Holdings to buy Stifel Financial's Independent Advisors business

Equitable Holdings (NYSE:EQH) said Monday it has agreed to acquire Stifel Independent Advisors, the broker-dealer and investment adviser arm of Stifel Financial (NYSE:SF), as part of an effort to ...
Seeking Alpha

Equitable Holdings Appoints Kurt Meyers as Chief Legal Officer and Corporate Secretary

NEW YORK--(BUSINESS WIRE)-- Equitable Holdings, Inc. (EQH) (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced it has ...
Business Wire

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the continued expansion of its variable ...
Nasdaq

Equitable Holdings Announces Cash Tender Offer for Up to 46,000,000 Units of AllianceBernstein Holding

Equitable Holdings, Inc. (NYSE: EQH), the leading financial services holding company of Equitable, AllianceBernstein and Equitable Advisors, today announced that it has commenced a cash tender offer ...