Equitable names digital lead
What happened
Equitable Advisors appointed Anthony Montufar as Head of Digital and Client Experience — a move that signals more firm-level investment in advisor-facing tools and digital client journeys. That change may affect platform features and client onboarding capabilities for field advisors. (x.com)
Why it matters
Anthony Montufar joins Equitable Advisors from Wells Fargo Advisors and previously held digital and strategy leadership roles at JPMorgan; he holds a degree in Business and Technology from Stevens Institute of Technology. (advisorhub.com) Equitable described Montufar’s newly created remit as directing digital product development, advisor workstation enhancements, vendor partnerships and client experience design with an explicit emphasis on streamlining journeys and expanding AI-enabled capabilities. (advisorhub.com) Equitable Advisors’ Wealth Management business reported a 20% increase in assets under administration, $8.4 billion in advisory net flows (a 13% organic growth rate) and an 8% year‑over‑year increase in advisor productivity as of December 31, 2025. (advisorhub.com) Equitable’s prior platform work includes the EB360® enhancements announced November 7, 2023, which fully digitized benefits onboarding and enabled employer clients to complete insurance applications in as little as 15 minutes. (businesswire.com) The Employee Benefits unit has already built integrations such as a Plan API and error‑reporting connections with Employee Navigator to support digital onboarding workflows, signaling existing cross‑platform engineering work Montufar will inherit. (employeenavigator.com) Industry coverage positioned the hire as part of a broader push to accelerate advisor-facing tools and AI-enabled client journeys across the firm’s wealth business. (investmentnews.com)
Key numbers
- (advisorhub.com) Equitable’s prior platform work includes the EB360® enhancements announced November 7, 2023, which fully digitized benefits onboarding and enabled employer clients to complete insurance applications in as little as 15 minutes.
What happens next
- That change may affect platform features and client onboarding capabilities for field advisors.
Quick answers
What happened in Equitable names digital lead?
Equitable Advisors appointed Anthony Montufar as Head of Digital and Client Experience — a move that signals more firm-level investment in advisor-facing tools and digital client journeys. That change may affect platform features and client onboarding capabilities for field advisors. (x.com)
Why does Equitable names digital lead matter?
Anthony Montufar joins Equitable Advisors from Wells Fargo Advisors and previously held digital and strategy leadership roles at JPMorgan; he holds a degree in Business and Technology from Stevens Institute of Technology. (advisorhub.com) Equitable described Montufar’s newly created remit as directing digital product development, advisor workstation enhancements, vendor partnerships and client experience design with an explicit emphasis on streamlining journeys and expanding AI-enabled capabilities. (advisorhub.com) Equitable Advisors’ Wealth Management business reported a 20% increase in assets under administration, $8.4 billion in advisory net flows (a 13% organic growth rate) and an 8% year‑over‑year increase in advisor productivity as of December 31, 2025. (advisorhub.com) Equitable’s prior platform work includes the EB360® enhancements announced November 7, 2023, which fully digitized benefits onboarding and enabled employer clients to complete insurance applications in as little as 15 minutes. (businesswire.com) The Employee Benefits unit has already built integrations such as a Plan API and error‑reporting connections with Employee Navigator to support digital onboarding workflows, signaling existing cross‑platform engineering work Montufar will inherit. (employeenavigator.com) Industry coverage positioned the hire as part of a broader push to accelerate advisor-facing tools and AI-enabled client journeys across the firm’s wealth business. (investmentnews.com)
