The global investment management firm and subsidiary of Equitable Holdings announced that Onur Erzan has been appointed President, effective as of Jan. 5.
AllianceBernstein, the subsidiary investment management firm of Equitable Holdings, has announced a new leader to oversee the company alongside its chief executive Seth Bernstein.
Millennials, surviving spouses and pre-retiree women are set to benefit most from the great wealth transfer. A recent report from Equitable, “How to Plan for the Great Wealth Transfer,” reveals that ...
Millennials and women are set to inherit the most from the so-called Great Wealth Transfer, in which baby boomers are expected to move $30 trillion in assets into the hands of their adult children and ...
Transferring wealth across generations is a multifaceted process requiring careful planning and a deep understanding of tax implications, asset protection and family dynamics. Effective generational ...
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