Equitable Holdings

Equitable Holdings Schedules Announcement of First Quarter 2024 Results

Retrieved on: 
Monday, April 1, 2024
Professional Services, Insurance, Finance, Asset Management, Consulting, Banking, Equitable, Equitable Holdings

Equitable Holdings, Inc. (NYSE: EQH) announced today that it will release financial results for the first quarter of 2024 after the market closes on Tuesday, April 30, 2024.

Key Points: 
  • Equitable Holdings, Inc. (NYSE: EQH) announced today that it will release financial results for the first quarter of 2024 after the market closes on Tuesday, April 30, 2024.
  • The company will host a conference call webcast on Wednesday, May 1, 2024 at 9:00 a.m.
  • ET to discuss the results.
  • The conference call webcast, along with additional earnings materials, will be accessible on the company’s investor relations website at ir.equitableholdings.com .

Equitable Announces New Leadership Appointments

Retrieved on: 
Wednesday, March 27, 2024
Professional Services, Small Business, Insurance, Human Resources, Finance, Consulting, Fairfield University, Congress, Investment management, Slavic studies, Equitable Holdings, Growth, Bähr, Retirement, Prudential, Business administration, European studies, Merrill (company), Education, Policy, Small business, MEP, Head, Ursinus College, Pension, Ameritas, PEPS, FINRA, American Council, ADP, Kais, Financial adviser

Company veteran Jessica Baehr, who served as the Head of Group Retirement since 2021, has assumed a new leadership position as the President of Equitable Investment Management.

Key Points: 
  • Company veteran Jessica Baehr, who served as the Head of Group Retirement since 2021, has assumed a new leadership position as the President of Equitable Investment Management.
  • “Equitable Investment Management is a differentiator for Equitable.
  • Her previous leadership roles also include serving as the Chief Operating Officer for the company’s Life and Employee Benefits businesses and Head of Investor Relations for Equitable Holdings.
  • Prior to Equitable, Baehr started her career in the non-profit sector working in higher education and international development.

Equitable Holdings Announces New Leadership Appointments

Retrieved on: 
Tuesday, March 5, 2024
Finance, Consulting, Banking, Professional Services, Insurance, Investment, AllianceBernstein, Retirement, Equitable Holdings, Computer science, Courage, Risk management, Public, Princeton University, CFA, Society, IPO, FSA, University, Judgement, Oliver Wyman, Statistics, Equitable, Capital, Columbia University, Liquidity, Head, Sarfati, Management

Equitable Holdings, Inc. ( NYSE:EQH ), the financial services holding company comprised of Equitable and AllianceBernstein , today announced new leadership appointments as the company continues to deliver on its strategic growth plans and deliver value for its stakeholders.

Key Points: 
  • Equitable Holdings, Inc. ( NYSE:EQH ), the financial services holding company comprised of Equitable and AllianceBernstein , today announced new leadership appointments as the company continues to deliver on its strategic growth plans and deliver value for its stakeholders.
  • Julia Zhang has been named the company’s Chief Risk Officer, effective April 1, pending approval from the Equitable Holdings Board of Directors.
  • Zhang will report to Mark Pearson, President and Chief Executive Officer of Equitable Holdings, and join the company’s Management Committee.
  • His sound judgment and leadership helped Equitable navigate times of volatility and uncertainty.”
    Prior to his role as Equitable Holdings Chief Risk Officer, Sarfatti served as Head of Strategy for the company’s Retirement and Wealth Management businesses.

AM Best Affirms Credit Ratings of Equitable Holdings, Inc. and Its Life Subsidiaries

Retrieved on: 
Friday, February 23, 2024
Finance, Data Analytics, Professional Services, Other Professional Services, Insurance, AllianceBernstein, Equitable Holdings, Long-Term Capital Management, ALL, Swings, FSR, Risk management, Partnership, News, AM Best, Equitable Life, Good, Credit, Security (finance)

Concurrently, AM Best has affirmed the Long-Term ICR of “bbb+” (Good) and the Long-Term Issue Credit Ratings (Long-Term IRs) of Equitable Holdings, Inc. (Delaware).

Key Points: 
  • Concurrently, AM Best has affirmed the Long-Term ICR of “bbb+” (Good) and the Long-Term Issue Credit Ratings (Long-Term IRs) of Equitable Holdings, Inc. (Delaware).
  • The ratings reflect Equitable Life Group’s balance sheet strength, which AM Best assesses as strong, as well as its strong operating performance, favorable business profile and appropriate enterprise risk management.
  • Equitable Life Group’s ratings are attributable to its appropriate level of risk-adjusted capitalization, as measured by Best’s Capital Adequacy Ratio (BCAR).
  • For additional information regarding the use and limitations of Credit Rating opinions, please view Guide to Best's Credit Ratings .

AM Best Takes Various Credit Rating Actions on Members of United Equitable Insurance Group

Retrieved on: 
Friday, February 9, 2024
Other Professional Services, Professional Services, Insurance, News, Growth, Heartland (United States), Marginal, ALL, ERM, FSR, Uncertainty, Risk, Credit, AM Best, Pressure, Equitable Holdings

Concurrently, AM Best has downgraded the FSR to C (Weak) from C++ (Marginal) and the Long-Term ICR to “ccc+” (Weak) from “b” (Marginal) of United Equitable Insurance Company (United Equitable).

Key Points: 
  • Concurrently, AM Best has downgraded the FSR to C (Weak) from C++ (Marginal) and the Long-Term ICR to “ccc+” (Weak) from “b” (Marginal) of United Equitable Insurance Company (United Equitable).
  • Collectively they are referred to as United Equitable Insurance Group or UEIG.
  • For additional information regarding the use and limitations of Credit Rating opinions, please view Guide to Best's Credit Ratings .
  • AM Best is a global credit rating agency, news publisher and data analytics provider specializing in the insurance industry.

WTW launches new large and complex client growth team

Retrieved on: 
Wednesday, January 17, 2024
Spencer Foundation, American Insurance Association, Equitable Holdings, CRB, Health, RIMS, Nikki, BlackRock, SCEL, National Association, HWC, Risk management, NAIC, WTW, Foundation (nonprofit), Sales

NEW YORK, Jan. 17, 2024 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking, and solutions company, today announced the formation of a newly created team, Strategic Client Engagement Leaders (SCELs), focused on driving growth of large, complex clients within the twelve industry vertical divisions of Corporate Risk & Broking, North America (CRB NA) at WTW.

Key Points: 
  • NEW YORK, Jan. 17, 2024 (GLOBE NEWSWIRE) -- WTW (NASDAQ: WTW), a leading global advisory, broking, and solutions company, today announced the formation of a newly created team, Strategic Client Engagement Leaders (SCELs), focused on driving growth of large, complex clients within the twelve industry vertical divisions of Corporate Risk & Broking, North America (CRB NA) at WTW.
  • Building upon the success of CRB NA’s existing client advocacy strategy, this expanded structure targeting large and complex accounts will amplify the business’ ambitions of being the market-leading, industry-focused broker.
  • The new SCEL team brings a diversity of thought to support ongoing risk management challenges and objectives, while also anticipating emerging client risks.
  • Reporting to Louise Pennington, Head of Strategic Client Engagement, the SCEL team includes:
    Ken Gould: Ken joined WTW from Lockton in October 2023.

Equitable Holdings Schedules Announcement of Full Year and Fourth Quarter 2023 Results

Retrieved on: 
Monday, January 8, 2024
Professional Services, Finance, Equitable, Equitable Holdings

Equitable Holdings, Inc. (NYSE: EQH) announced today that it will release financial results for the full year and fourth quarter of 2023 after the market closes on Tuesday, February 6, 2024.

Key Points: 
  • Equitable Holdings, Inc. (NYSE: EQH) announced today that it will release financial results for the full year and fourth quarter of 2023 after the market closes on Tuesday, February 6, 2024.
  • The company will host a conference call webcast on Wednesday, February 7, 2024 at 8:00 a.m.
  • ET to discuss the results.
  • The conference call webcast, along with additional earnings materials, will be accessible on the company’s investor relations website at ir.equitableholdings.com .

Equitable Enhances its Flagship Investment-Only Variable Annuity

Retrieved on: 
Wednesday, December 13, 2023
Professional Services, Other Professional Services, Data Analytics, Insurance, Finance, Asset Management, Consulting, NYSE, Investment, Risk, Equitable Holdings, Growth, Retirement, Uncertainty, Index, Buffer, Life insurance, Renewable energy, Security (finance), Equitable

Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc .

Key Points: 
  • Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc .
  • (NYSE: EQH ), today announced enhancements to its Investment Edge® investment-only variable annuity that add new options designed to increase growth potential and provide additional flexibility to customize investment options.
  • This announcement continues Equitable’s strong track record of innovation in the annuity market.
  • Investment Edge now has more than 80 different structured options and more than 100 variable investment options offered by world class asset managers.

Equitable Study Reveals that Relationship Status Influences Financial Behaviors and Mindsets for Women

Retrieved on: 
Wednesday, December 6, 2023
Other Consumer, Personal Finance, Insurance, Women, Parenting, Seniors, Finance, Professional Services, Family, Consumer, Woman, RICP, Research, NYSE, Marriage, Equitable Holdings, Marital status, Death, Retirement, Life, Travel, Life insurance, Equitable

Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.

Key Points: 
  • Equitable , a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH ), today released a study that shows how changes in relationships can impact financial behaviors and mindsets for women.
  • Importantly, a change in relationship status is often a catalyst for women to seek help from a financial professional.
  • The study found that women who work with a financial professional, regardless of relationship status, report improvements in their financial well-being.
  • However, despite the benefits of working with a financial professional and regardless of relationship status, only one in five women overall (20%) engage with a financial professional.

Equitable Holdings to Join the S&P MidCap 400 Index

Retrieved on: 
Monday, December 4, 2023
Finance, Consulting, Banking, Professional Services, Insurance, S&P Dow Jones Indices, Growth, Equitable, NYSE, Equitable Holdings, Rare-earth element

Equitable Holdings, Inc. (NYSE: EQH) announced today that S&P Dow Jones Indices will be adding the Company to the S&P MidCap 400 Index, effective with the start of trading on Monday, December 18, 2023.

Key Points: 
  • Equitable Holdings, Inc. (NYSE: EQH) announced today that S&P Dow Jones Indices will be adding the Company to the S&P MidCap 400 Index, effective with the start of trading on Monday, December 18, 2023.
  • “After five years as an independent listed company, we are pleased to now be included in this prestigious index, which we believe will increase our visibility and exposure to a broader investor base,” said Mark Pearson, President and Chief Executive Officer.
  • “We see significant opportunity ahead for growth, underscored by favorable demographic trends, as we continue to meet our clients’ needs for advice, retirement income and asset management.”