Great Wealth Transfer: Equitable Study Shows Trust Is the Top Factor When Choosing a Financial Professional
Equitable Holdings, Inc. (EQH)
Last equitable holdings, inc. earnings: 2/26 04:15 pm
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Source: Business Wire
Eight in 10 survey respondents plan to work with a financial professional after receiving a benefit or inheriting money NEW YORK--(BUSINESS WIRE)--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.The U.S. is undergoing a seismic shift in demographics, known as “Peak 65,” with a record 11,000 baby boomers turning 65 every day. By 2030, more than $30 trillion in assets are expected to change hands as part of this transfer of wealth to surviving spouses and the next generation.1Commissioned by Equitable and conducted by The Wall Street Journal’s Intelligence unit, the study presents the key findings of a survey of 500 retail investors. The investors represented in the survey ar
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News
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- Equitable Holdings Declares Common and Preferred Stock DividendsBusiness Wire
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- AllianceBernstein introduces alternative fund for Canadian investors [Wealth Professional (Canada)]Wealth Professional
EQH
Earnings
- 11/4/24 - Beat
EQH
Sec Filings
- 11/19/24 - Form 144
- 11/19/24 - Form 4
- 11/18/24 - Form 4
- EQH's page on the SEC website