News, Comment & Analysis results for Equitable
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Corebridge, Equitable Holdings Enter $22 Billion Merger
The firms, both which are listed in New York, said they will create a major retirement, life,
Who’s Moving Where In Wealth Management? – AllianceBernstein
The latest moves, appointments and personnel changes in wealth management for North America.
DNA Tests, Estate Planning: How 23andMe Rewrites Inheritance Law
One of our contributors delves into consumer DNA tests and how this affects issues such as legal
Who's Moving Where In Wealth Management? – MAI, Provident Bank, Others
The latest moves, appointments and personnel changes in North American wealth management.
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Who's Moving Where In Wealth Management? – Broadridge, Raymond James, Equitable Advisors
The latest moves, appointments and personnel changes in North American wealth management.
Summary Of Wealth Management Appointments In North America – March 2025
Moves, appointments, personnel changes and other adjustments during March.
Who's Moving Where In Wealth Management? – Equitable Advisors, Raymond James
The latest moves, appointments, and other personnel changes in the North American wealth management
EXCLUSIVE: Edmond De Rothschild Says COP29 Results Are Disappointing
After two disheartening years, Jean-Philippe Desmartin, head of responsible investment at Edmond de