AllianceBernstein Launches Next Generation Balanced Direct Index Platform [Yahoo! Finance]
Equitable Holdings, Inc. (EQH)
Last equitable holdings, inc. earnings: 2/26 04:15 pm
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Source: Yahoo! Finance
Nov. 19, 2024 /PRNewswire/ -- AllianceBernstein L.P. ("AB") (NYSE: AB), a leading global investment management firm, has launched the AB Tax Advantaged Balanced Direct Index portfolio, combining equities and municipal bonds into a core separately managed account. AB will provide a multi-asset solution within a single account — custom tailored to client tax situation and risk preferences — to deliver benefits to investors. This includes automated tax loss harvesting across both stocks and bonds in addition to AB Intelligent Rebalancing, which seeks to reduce the tax costs associated with rebalancing. Portfolios can be customized across asset-mix profiles including growth, balanced and income as well as a variety of indices. AB brings experienced portfolio management, tax research, technology, and operational expertise to this solution as an industry leader with over $66B in municipals* and $5B in equity direct indexing* assets under management. Today, the firm also launched AB Ta
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EQH
Earnings
- 11/4/24 - Beat
EQH
Sec Filings
- 12/23/24 - Form 144
- 12/23/24 - Form 4
- 12/19/24 - Form 4
- EQH's page on the SEC website