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02/24/2026

Equitable PEAK 35™ study: Millennials seek trusted financial advice as they build and inherit wealth

New York – February 24, 2026 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today published a new study, “PEAK 35TM: Guiding a New Generation of Wealth,” exploring how millennials are both building and inheriting wealth. The white paper equips financial advisors with key insights to better serve this generation, as millennials reshape expectations for growing, protecting and stewarding wealth.

01/08/2026

Majority of Gen X feels confident in their investment decisions, yet 40% lack a formal financial plan

New York – January 8, 2026 – Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, “Approaching Retirement: Getting Gen X from Good to Great.” The white paper explores Gen X’s attitudes and behaviors around investing and retirement planning, offering insights to help financial professionals serve the holistic planning needs of this self-reliant generation as retirement shifts from a distant goal to an approaching reality.

11/13/2025

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.®

10/27/2025

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.

10/21/2025

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.”

10/09/2025

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.

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GE-5669191.1 (05/2023) (Exp. 05/2025)