Press releases

2025 2024 2023 2022

June 24, 2025

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 30, 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

New York, New York – November 25, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that experienced advisors, Christoper Comer, CFP^® and Andrew Minker, have joined its wealth management business, Equitable Advisors.

October 22, 2024

Equitable

Equitable Excellence Scholarship^® application opens

NEW YORK – October 22, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the call for applications for its 2025 Equitable Excellence Scholarship^®. The long-running annual scholarship program is open to high school seniors across the country, underscoring the company’s belief in the societal benefits of creating pathways to higher education.

October 15, 2024

Equitable

Equitable survey finds majority of working Americans regret benefits selections during open enrollment

NEW YORK – October 15, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

October 10, 2024

Equitable

Experienced advisor team with more than $300 million in client assets returns to Equitable Advisors

New York, New York – October 10, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Shawn E. Hamada, Anna U.J. Kim and Sonnie O. Koko have joined its wealth management business, Equitable Advisors.

October 8, 2024

Equitable

Great Wealth Transfer: Equitable study shows trust is the top factor when choosing a financial professional

New York – October 8 , 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States.

September 19, 2024

Equitable

Experienced advisors serving more than $500 million in client assets join Equitable Advisors

New York, New York – September 19, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Mark and Jeff Spencer, a father-son team, along with Jerome Hartl, CMT^®, and Kirt Kilbourne have joined its wealth management business, Equitable Advisors.

September 12, 2024

Equitable

Equitable enhances flagship retirement solution for K-12 educators

New York – September 12, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced a new series to its EQUI-VEST line of deferred variable annuity products, EQUI-VEST^® Series 202. This enhanced version is designed to help educators supplement their retirement savings by providing additional choices, flexibility and a level of certainty.

August 8, 2024

Equitable

Equitable survey reveals half of Americans believe retiring at age 65 is unrealistic

NEW YORK – August 8, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

June 25, 2024

Equitable

Equitable Congratulates 2024 Equitable Excellence Scholarship^® Recipients

NEW YORK – June 26, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the recipients of its 2024 Equitable Excellence Scholarship^®. The annual scholarship program recognizes under-resourced graduating high school seniors who are high-achieving and would benefit from pursuing a college degree. The Equitable Excellence Scholarship^® is the flagship program of Equitable Foundation, the company’s charitable-giving arm.

June 12, 2024

Equitable

Advisor team serving $326 Million in client assets joins Equitable Advisors

New York, New York – June 12, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Lori Brown and Jim Carroll have joined its wealth management business, Equitable Advisors, LLC.

June 6, 2024

Equitable

Equitable Enhances Corporate Endowment Solutions Platform

NEW YORK – June 6, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today announced that financial professionals will now be able to service their clients’ VUL Optimizer^® variable universal life insurance policies through the company’s Corporate Endowment Solutions (CES) platform.

May 22, 2024

Equitable

Two experienced advisors serving $177 million in client assets join Equitable Advisors

New York, New York – May 22, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that Gary Stemple CFP^®, CLU^®, CRPC^® and Kendyl Roundtree, CFP^®, MBA, MsFP have joined its wealth management business, Equitable Advisors.

April 24, 2024

Equitable

Equitable supports BlackRock as it makes LifePath Paycheck™ available to more American workers

Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), today announced a milestone in its ongoing work with BlackRock to provide access to secure lifetime income for BlackRock’s new investment solution.

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

NEW YORK – April 10, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from a survey of more than 1,000 consumers to help uncover the latest financial trends that are top of mind for Americans.

March 27, 2024

Equitable

Equitable Announces New Leadership Appointments

NEW YORK – March 27, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the appointment of Jim Kais as the Head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane, President of Equitable, and join the company’s Operating Committee. Kais succeeds Jessica Baehr, who was recently named President of Equitable Investment Management.

March 7, 2024

Equitable

Equitable Advisors 'Supported Independence' Model Continues to Attract Experienced Advisors

New York, New York – March 7, 2024 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that financial advisor Michael Shieh has rejoined its wealth management business, Equitable Advisors, which provides holistic financial planning to help clients secure their financial well-being.

December 13, 2023

Equitable

Equitable Enhances its Flagship Investment-Only Variable Annuity

NEW YORK – December 13, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced enhancements to its Investment Edge^® investment-only variable annuity that add new options designed to increase growth potential and provide additional flexibility to customize investment options. This announcement continues Equitable’s strong track record of innovation in the annuity market.

December 6, 2023

Equitable

Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women

New York – December 6, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.

November 7, 2023

Equitable

Equitable Enhances EB360^® Platform with Digital Onboarding

NEW YORK — November 7, 2023 – Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSE: EQH), announced today that the company’s Employee Benefits business has enhanced its EB360^® platform by fully digitizing the benefits onboarding process for benefits brokers and employers.

October 25, 2023

Equitable

Equitable Advisors Welcomes Mother-Son Team with $175 Million AUM

New York – October 25, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced that financial advisors Tamara Kukainis, CFP^®, and Daniel Kukainis, CFP^®, recently joined its wealth management business.

October 20, 2023

Equitable

Equitable Excellence^® Scholarship Application Cycle Opens

NEW YORK - October 20, 2023 - Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the call for applications for its 2024 Equitable Excellence^® Scholarship. The long-running annual scholarship program is open to high school seniors across the country, and it underscores the company’s belief in the societal benefits of expanding access to education.

August 15, 2023

Equitable

Four Advisors with more than $360 Million AUM Join Equitable Advisors

New York - August 15, 2023 – Equitable Advisors recently hired four experienced financial advisors with more than $360 million combined AUM. The advisors joined from Ameriprise, Edward Jones, Merrill Lynch and PNC Investments.

June 6, 2023

Equitable

Equitable Excellence^SM Scholarships Awarded to 200 Graduating High School Seniors

NEW YORK – June 6, 2023 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the 2023 recipients of its annual Equitable Excellence^SM Scholarship, which recognizes students who demonstrate the qualities of leadership, determination and resilience as critical enablers of their future success.

April 19, 2023

Equitable

Equitable Names Christy Chandler Head of Service Operations

NEW YORK - April 19, 2023 - Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSE: EQH), today named Christy Chandler as Head of Service Operations. Chandler will report to Jeffrey J. Hurd, Chief Operating Officer, and will join the company’s Operating Committee.

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

NEW YORK — February 2, 2022 – Equitable, a leading financial services company and principal franchise of Equitable Holdings (NYSE: EQH), has announced the launch of an enhanced version of its Market Stabilizer Option^®. The new offering, Market Stabilizer Option^® II (MSO II), is available on all single life variable universal life (VUL) products issued by Equitable Financial Life Insurance Company (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) that are currently sold in the marketplace. MSO II helps clients navigate today’s volatile markets and enables them to thrive, create wealth and protect legacies.

December 1, 2022

Equitable

New Research Shows that Educators Working with Financial Professionals Experience Better Financial Outcomes

NEW YORK – December 1, 2022 - According to new research conducted on behalf of Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), K-12 educators who work with financial professionals to help them with their supplemental employer-sponsored retirement plans not only achieve better outcomes, but report greater levels of engagement with their retirement plans, and greater investment confidence and knowledge.

October 26, 2022

Equitable

Equitable Enhances Leading Buffered Annuities as Financial Protection Takes Center Stage in Current Market Environment

NEW YORK – October 26, 2022 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced updates to two of its market-leading registered index linked annuity (RILA) products. These updates are designed to help financial professionals and their clients manage volatile equity markets and generate lifelong income amid rising inflation and interest rates.

May 11, 2022

Equitable

Market Demand Increases for Financial Planning That Goes Beyond Just Money

NEW YORK — May 11, 2022 — Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific curriculum focused on holistic financial planning and coaching clients on fulfilling their life goals and dreams. Upon completion of the program, financial professionals gain a qualification called the Columbia University Holistic Financial Coach Credential.

Press releases

Equitable names Greg Boosin as Chief Marketing Officer

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

Equitable Announces the recipients of the 2025 Equitable Excellence Scholarship®

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

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

Marine Corps-Law Enforcement Foundation honors Equitable President Nick Lane

Equitable Advisors hires industry veteran to bolster experienced advisor recruiting

Equitable launches 401(k) pooled employer plan

Equitable Advisors welcomes a pair of experienced advisors with more than $200 million in client assets

Equitable Excellence Scholarship® application opens

Equitable survey finds majority of working Americans regret benefits selections during open enrollment

Experienced advisor team with more than $300 million in client assets returns to Equitable Advisors

Great Wealth Transfer: Equitable study shows trust is the top factor when choosing a financial professional

Experienced advisors serving more than $500 million in client assets join Equitable Advisors

Equitable enhances flagship retirement solution for K-12 educators

Equitable survey reveals half of Americans believe retiring at age 65 is unrealistic

Equitable Congratulates 2024 Equitable Excellence Scholarship® Recipients

Advisor team serving $326 Million in client assets joins Equitable Advisors

Equitable Enhances Corporate Endowment Solutions Platform

Two experienced advisors serving $177 million in client assets join Equitable Advisors

Equitable supports BlackRock as it makes LifePath Paycheck™ available to more American workers

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

Equitable Announces New Leadership Appointments

Equitable Advisors 'Supported Independence' Model Continues to Attract Experienced Advisors

Equitable Enhances its Flagship Investment-Only Variable Annuity

Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women

Equitable Enhances EB360® Platform with Digital Onboarding

Equitable Advisors Welcomes Mother-Son Team with $175 Million AUM

Equitable Excellence® Scholarship Application Cycle Opens

Four Advisors with more than $360 Million AUM Join Equitable Advisors

Equitable ExcellenceSM Scholarships Awarded to 200 Graduating High School Seniors

Equitable Names Christy Chandler Head of Service Operations

Equitable Enhances Market Leading Buffered Annuity Suite

Equitable Expands Portfolio in Variable Universal Life Market

New Research Shows that Educators Working with Financial Professionals Experience Better Financial Outcomes

Equitable Enhances Leading Buffered Annuities as Financial Protection Takes Center Stage in Current Market Environment

Market Demand Increases for Financial Planning That Goes Beyond Just Money

Equitable Announces the recipients of the 2025 Equitable Excellence Scholarship^®

Equitable Excellence Scholarship^® application opens

Equitable Congratulates 2024 Equitable Excellence Scholarship^® Recipients

Equitable Enhances EB360^® Platform with Digital Onboarding

Equitable Excellence^® Scholarship Application Cycle Opens

Equitable Excellence^SM Scholarships Awarded to 200 Graduating High School Seniors