The study, Approaching Retirement: Getting Gen X from Good to Great, explores how Americans born between 1965 and 1980 are ...

Despite decades of investing success, 40% of Gen X lacks a formal plan as retirement nears, creating an opening for advisors.

Forty percent of Gen Xers said they do not have a formal written financial plan. Among those who do, half created the plan ...

Equitable operates across three main business lines: retirement, asset management, and affiliated distribution. The company is organized into six segments including Individual Retirement, Group ...