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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, September 17, 2026The Morning Brief →Sign in
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Equitable Holdings Inc.

In PWD coverage since September 9, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 16, 26Fund launch — coverage
PWD coverage
practice

MoneyGuide can now model the annuity inside the plan

The income floor now sits in the same projection as the portfolio, moving the decumulation fight from illustration to product selection.
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
regulation · Sep 9Corebridge-Equitable merger clears approvals; year-end close is the test
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