Legg Mason high net worth (HNW) portfolios are now available on the ESI Illuminations platform.   Legg Mason HNW portfolios seek to deliver long-term…

The next rollout for ESI Illuminations 2.0 is Separate Accounts. ESI Illuminations, now makes available Separately Managed Accounts.  A Separately Managed  Account describes a…

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Envestnet PMC will be using lower cost share class mutual funds in their Flagship portfolios.  These lower cost funds will be used with new…