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Majority of Gen X Feels Confident in Their Investment Decisions, Yet 40% Lack a Formal Financial Plan

NEW YORK, January 08, 2026--Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc. (NYSE: EQH), today released a new study, "Approaching Retirement: Getting Gen X from Good to Great." The white paper explores Gen X’s attitudes and behaviors around investing and retirement planning, offering insights to help financial professionals serve the holistic planning needs of this self-reliant generation as retirement shifts from a distant goal to an appr

articleEquitable Holdings, Inc.January 8, 20266/company/axa-equitable-holdings-inc/news/majority-gen-x-feels-confident-140000179
Majority of Gen X Feels Confident in Their Investment Decisions, Yet 40% Lack a Formal Financial Plan

About this update from Equitable Holdings, Inc.

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financial professionalsEquitable Advisorsfinancial professionalGen Xretirement planningleading financial servicesEquitable Holdings, Inc.