August 2023

This week more than 80 ESI Reps and many of ESI’s Home Office employees are gathered in Alexandria, VA for the first ESI Business…

Q3 Commentary from Envestnet | PMC By Michael PajekMulti-Asset Research Analyst, Envestnet | PMCThe second quarter of 2023 was an impressive one, driven by…

Meet the Strategists and ManagersRepresenting a full range of investment approaches, our updated Meet the Strategists and Managers brochure (catalog #102764) provides a quick…

Click here for a recording of the Jackson National webinar, featuring an introduction to Jackson National's newest income rider, Strategic Income, as well as…

From Touchstone: Touchstone Fund Name Change effective August 31, 2023Touchstone International ESG Equity Fund name change to:Touchstone Sands Capital International Growth Equity Fund TA#No…

Effective January 1, 2023, FINRA published its revised Rule 1240 – Continuing Education (“Rule”).  The Rule implemented some significant changes to FINRA’s continuing education…

Equity Services is pleased to announce a new Enterprise agreement with Morningstar to enhance the Morningstar Advisor Workstation offering. If you currently subscribe to…

To help you review the Illuminations fund strategist, UMA and SMA portfolios you’ve utilized for your clients and determine if there is something new…

On The Job Bond yields rose marginally during July, but only in certain tenors: the very front end of the curve rose in response…

With only a few weeks left until the first ESI Business Conference, we’re excited to announce that the conference is full and we’re unable…