Wealth Transfer Presents Opportunity for Financial Advisers
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer.
Tag: Equitable
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.