Press releases

November 13, 2025
EQUITABLE

Equitable Excellence Scholarship® Application Now Open

NEW YORK – November 13, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the call for applications for its 2026 Equitable Excellence Scholarship.®

October 27, 2025
EQUITABLE

Equitable Announces Acquisition of Stifel Independent Advisors

New York – October 27, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), announced today that its affiliate has entered into an agreement to acquire Stifel Independent Advisors, LLC. The transaction is expected to close in the first quarter of 2026, subject to required regulatory approvals and other customary closing conditions.

October 21, 2025
EQUITABLE

Eight in 10 small business owners say financial professionals drive smarter decisions

New York – October 21, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, “The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies.”

October 9, 2025
EQUITABLE

Four in five Americans feel unprepared for surprise medical costs, Equitable survey finds

New York – October 9, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a national survey of more than 1,000 consumers, highlighting key financial trends shaping how Americans engage with their workplace benefits.

September 23, 2025
EQUITABLE

Equitable expands suite of registered index-linked annuities

New York – September 23, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the launch of Structured Capital Strategies® Premier (SCS Premier), a new solution within its portfolio of registered index-linked annuities. This new offering enables clients to capture greater upside potential in the market while maintaining a level of downside protection. It also adds several death benefit options designed to help clients leave a legacy.

July 28, 2025
EQUITABLE

Equitable launches new API capability to simplify benefits plan setup

New York – July 28, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the integration of its new Plan Build API capability from Employee Navigator. Equitable incorporated this enhancement into its digital EB360® employee benefits platform to serve brokers and their clients with greater speed and efficiency.

July 15, 2025
EQUITABLE

Majority of Americans feel unprepared for shifting financial concerns, Equitable survey finds

New York – July 15, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from its quarterly survey of 1,000 consumers to help better understand the latest financial trends that are top of mind for Americans.

July 7, 2025
EQUITABLE

Equitable Advisors welcomes father-son team who managed more than $350 million in client assets

New York, New York – July 07, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced financial advisors Dean Leonakis and Michael Leonakis have joined its Wealth Management business, Equitable Advisors.

June 24, 2025
EQUITABLE

Equitable names Greg Boosin as Chief Marketing Officer

New York – June 24, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Greg Boosin as Chief Marketing Officer. He will report to Nick Lane, President of Equitable, and join the company’s Operating Committee.

May 29, 2025
EQUITABLE

Equitable Advisors welcomes two experienced advisors who managed nearly $200 million in client assets

New York, New York – May 29, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisors Ross Pake and Pat Tierney have joined its Wealth Management business, Equitable Advisors.

April 24, 2025
EQUITABLE

Equitable Announces the recipients of the 2025 Equitable Excellence Scholarship

New York – April 24, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the 100 recipients of its 2025 Equitable Excellence Scholarship® program, which annually recognizes motivated, under-resourced graduating high school seniors who would benefit from pursuing a college degree.

March 27, 2025
EQUITABLE

Equitable Advisors welcomes experienced advisor who served more than $180 million in client assets

New York, New York – March 27, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisor, Shebna Olsen–Shillibeer, CFP®, has joined its Wealth Management business, Equitable Advisors.

February 27, 2025
EQUITABLE

Equitable survey finds 80% of Americans concerned about affordability, regardless of income level

New York – February 27, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from its quarterly survey of 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

February 18, 2025
EQUITABLE

Marine Corps-Law Enforcement Foundation honors Equitable President Nick Lane

New York, New York – February 18, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), is proud to announce that Equitable President Nick Lane will be honored with the 2025 Commandant’s Leadership Award by the Marine Corps-Law Enforcement Foundation (MC-LEF) during its 28th Annual Semper Fidelis Gala, scheduled in New York City on April 3, 2025.

February 4, 2025
EQUITABLE

Equitable Advisors hires industry veteran to bolster experienced advisor recruiting

New York, New York – February 04, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced Sean George has joined its Wealth Management business, Equitable Advisors, in a new role as the Head of Business Development. George will report to David Karr, Chairman of Equitable Advisors.

January 30, 2025
EQUITABLE

Equitable launches 401(k) pooled employer plan

New York – January 30, 2025 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the launch of its pooled employer plan (PEP), Equitable Retirement Access.sm The new offering is designed to provide small and medium-sized businesses with a scalable and cost-efficient way to offer their employees a workplace retirement plan.

November 25, 2024
EQUITABLE

Equitable Advisors welcomes a pair of experienced advisors with more than $200 million in client assets
October 22, 2024
EQUITABLE

Equitable Excellence Scholarship® application opens
October 15, 2024
EQUITABLE

Equitable survey finds majority of working Americans regret benefits selections during open enrollment
October 10, 2024
EQUITABLE

Experienced advisor team with more than $300 million in client assets returns to Equitable Advisors
October 8, 2024
EQUITABLE

Great Wealth Transfer: Equitable study shows trust is the top factor when choosing a financial professional
September 19, 2024
EQUITABLE

Experienced advisors serving more than $500 million in client assets join Equitable Advisors
September 12, 2024
EQUITABLE

Equitable enhances flagship retirement solution for K-12 educators
August 8, 2024
EQUITABLE

Equitable survey reveals half of Americans believe retiring at age 65 is unrealistic
June 25, 2024
EQUITABLE

Equitable Congratulates 2024 Equitable Excellence Scholarship® Recipients
June 12, 2024
EQUITABLE

Advisor team serving $326 Million in client assets joins Equitable Advisors
June 6, 2024
EQUITABLE

Equitable Enhances Corporate Endowment Solutions Platform
May 22, 2024
EQUITABLE

Two experienced advisors serving $177 million in client assets join Equitable Advisors
April 24, 2024
EQUITABLE

Equitable supports BlackRock as it makes LifePath Paycheck™ available to more American workers
April 10, 2024
EQUITABLE

Equitable survey reveals three-quarters of Americans feel their money does not stretch as far as it did a year ago
March 27, 2024
EQUITABLE

Equitable Announces New Leadership Appointments
March 7, 2024
EQUITABLE

Equitable Advisors 'Supported Independence' Model Continues to Attract Experienced Advisors
December 13, 2023
EQUITABLE

Equitable Enhances its Flagship Investment-Only Variable Annuity
December 6, 2023
EQUITABLE

Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women
November 7, 2023
EQUITABLE

Equitable Enhances EB360® Platform with Digital Onboarding
October 25, 2023
EQUITABLE

Equitable Advisors Welcomes Mother-Son Team with $175 Million AUM
October 20, 2023
EQUITABLE

Equitable Excellence® Scholarship Application Cycle Opens
August 15, 2023
EQUITABLE

Four Advisors with more than $360 Million AUM Join Equitable Advisors
June 6, 2023
EQUITABLE

Equitable ExcellenceSM Scholarships Awarded to 200 Graduating High School Seniors
April 19, 2023
EQUITABLE

Equitable Names Christy Chandler Head of Service Operations
February 28, 2023
EQUITABLE

Equitable Enhances Market Leading Buffered Annuity Suite

NEW YORK – February 28, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced enhancements to its Structured Capital Strategies PLUS® 21 and Structured Capital Strategies® Income variable and registered index-linked annuities (RILAs). The new enhancements are designed to provide clients with partial protection against market volatility along with the opportunity to capture upside market potential up to a cap.

February 2, 2023
EQUITABLE

Equitable Expands Portfolio in Variable Universal Life Market
December 1, 2022
EQUITABLE

New Research Shows that Educators Working with Financial Professionals Experience Better Financial Outcomes
October 26, 2022
EQUITABLE

Equitable Enhances Leading Buffered Annuities as Financial Protection Takes Center Stage in Current Market Environment
May 11, 2022
EQUITABLE

Market Demand Increases for Financial Planning That Goes Beyond Just Money