AssetMark to Launch Values Driven Strategies
AssetMark is introducing new values driven strategies designed to align clients and their investment portfolios with their preferences and personal values. If you would…
Beth KnoxMay 3, 2022
EFA Mailing to Advisory Clients
On April 29, 2022, EFA mailed advisory clients an offer to request a complete copy of the Form ADV Part 2 disclosure brochure(s) applicable…
Beth KnoxMay 3, 2022
Save the Date for the City National Rochdale Webinar
City National Rochdale Customized, High-Net Worth SolutionsMay 11, 2022 1:30pm EST Click here to register. Intelligently personalized portfolio management begins by providing clients access…
Beth KnoxMay 3, 2022
Have you considered the Touchstone Income Strategy Lately?
The Touchstone Income Strategy powered by ESI Illuminations is a managed portfolio of a combination of Touchstone Funds that are allocated to generate income…
Beth KnoxApril 26, 2022
Savos Asset Management Recording Available
Click here for a recording of the recent Savos Personal Portfolios overview. Personal Portfolios is a unified managed account structure with individual stock, ETFs,…
Beth KnoxApril 26, 2022
Alternative Mutual Fund List Updated!
The Alternative Mutual Fund Lists – Approved, Restricted and Watch List – have been updated. CLICK HERE TO VIEW: https://www.nationallife.com/agent/products/investments/mutual-funds Note: You might…
Beth KnoxApril 26, 2022
DOL 2.0: Spotlight on New Forms
You may recall in all communications relating to the Department of Labor, ESI has referred to doing business under two Prohibited Transaction Exemptions, also known…
Beth KnoxApril 26, 2022
ESI Field Advisory Committee Welcomes New Members
Chartered in 2006 as a subcommittee of NLG’s Agent Advisory Council (AAC), the ESI Field Advisory Committee (EFAC) is charged with working closely with…
Beth KnoxApril 19, 2022
Fixed Income Commentary Available
“Following the “Forgettable February” theme, “Miserable March” was not a pretty month for bond returns, but the future income component on new bond investments…
Beth KnoxApril 19, 2022