How Small Business Owners Benefit from Financial Advisers’ Help
Small business owners who work with a financial professional expect to retire seven years earlier, according to an Equitable and...
Tag: Equitable
Equitable to Acquire Stifel Independent Advisors
Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets...
Workers Prefer ‘Human Touch’ During Open Enrollment Process
More than six out of 10 surveyed employees wanted human interaction when discussing sensitive life events in the context of...
Most Older Workers Rethinking Retirement Amid Rising Financial Anxiety
Surveys from F&G and Equitable reveal that inflation, economic uncertainty and a lack of financial guidance are prompting many pre-retirees...
Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
Inflation Woes Persist for Would-Be Savers
Allianz Life, Equitable and MassMutual all report persistent financial stress on Americans due to inflation.
Retirement Industry People Moves – 3/29/24
Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer;...
Product & Service Launches – 12/14/23
Equitable enhances flagship investment-only variable annuity; Vanguard expands ETF lineup; AllianceBernstein launches five active ETFs; and more.
The PLANADVISER Interview: Jessica Baehr, Head of Group Retirement, Equitable
Baehr discusses why more than 1,000 advisers sitting in ‘little chairs’ in classrooms is key to providing retirement guidance.