Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced the continued expansion of its variable ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

NEW YORK--(BUSINESS WIRE)--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today announced new findings from its quarterly survey ...

While 2025 was a transformative year in wealth management, further implementation of AI tools into technology stacks means ...

Investors often wonder whether it's worth hiring a financial advisor, or whether they can go it alone. Part of the dilemma is due to a misunderstanding of what advisors actually do. In the distant ...

The Securities and Exchange Commission announced fraud charges against Equitable Financial Life Insurance Co. for providing false statements to approximately 1.4 million variable annuity customers.

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...