Great Wealth Transfer: Equitable Study Shows Trust Is the Top Factor When Choosing a Financial Professional

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