Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are typically billed to…

Fidelity WebinarQ2 2024 Quarterly Market UpdateWednesday, April 17, 202412:00pm – 1:00pm EDTRegister NowHear Fidelity's Jake Weinstein, Senior Vice President, Asset Allocation Research Team, provide…

Click Here to Read the Suitability Team IntroductionThe Direct Business Suitability Team at ESI has gone through some changes recently, and we thought it…

To read the full Commentary, Click HereMonthly Commentary as of 3.31.2024Bond yields fell across most points along the yield curve in March.  Modest price…

The Direct Business Suitability Team at ESI is committed to delivering financial confidence. This is the team who reviews direct business to make sure…

On April 27th, all ESI advisors will be “switched-over” to the Envestnet NextGen Proposal tool – the fastest way to build and present investment…

From BlackRock Investment Insititute: Stay risk-on in the short term. We see falling inflation, nearing interest rate cuts and solid corporate earningssupporting cheery risk…

ESI is pleased to announce that the Nationwide New Heights 8, 9, and 10 year fixed indexed annuity is now approved for ESI Registered…

Join this upcoming 30-min webinar hosted by the Fidelity Government Relations & Public Policy Team on April 10th.   Click this link to learn more…

Equity Services, Inc. (ESI) recently wrapped up its highly anticipated second annual Business Development Conference (BDC) in Alexandria, Virginia. The conference kicked off on…