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Equitable, a 163-year-old financial services firm, serves more than five million clients across three main lines of business: retirement planning, wealth management, and asset management. Spun out of French insurance giant AXA in a 2018 IPO, Equitable’s leadership team was excited to be out on its own but quickly realized that to overcome inertia and remain relevant, the company’s ways of working would need to change.
By HBR Presents / Brian Kenny4.5
190190 ratings
Equitable, a 163-year-old financial services firm, serves more than five million clients across three main lines of business: retirement planning, wealth management, and asset management. Spun out of French insurance giant AXA in a 2018 IPO, Equitable’s leadership team was excited to be out on its own but quickly realized that to overcome inertia and remain relevant, the company’s ways of working would need to change.

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