Advisory Solutions – Equity Services, Inc

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)

Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet behind the scenes. Envestnet has not only provided world…

Mallorie ManoshJuly 14, 2025

Advisory Solutions

Advisory Fee Payments Coming Soon

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

Beth KnoxJuly 8, 2025

Advisory Solutions Firm Update

Welcome Kyle Marceau, ESI AVP, Advisory Sales

Equity Services, Inc. (ESI) is pleased to announce that Kyle Marceau has joined ESI and the Business Development Team as ESI AVP, Advisory Sales.…

Beth KnoxJuly 8, 2025

Advisory Solutions Learning Library Prospecting & Marketing

ESI Partner Assetmark: Successful Prospecting Strategies

We invite you to watch our recording on an informative session hosted by our partners from Assetmark. This useful session dives into the crucial…

jgepigon@nationallife.comJuly 8, 2025

Advisory Solutions

Now Available: Wealthscape Intelligence – Smarter Insights for Smarter Decisions

We’re excited to introduce Wealthscape Intelligence, a powerful new tool designed to bring greater clarity and efficiency to managing your book of business. What…

Mallorie ManoshJune 17, 2025

Advisory Solutions Strategic Partners Training

Meet The Strategists – Northern Trust

Tuesday, June 10th, 2025 at 4:00 PM EST Join us for another engaging installment of our "Meet the Strategists" series, this time featuring Northern…

Mallorie ManoshJune 3, 2025

Advisory Solutions Training

Join ESI’s Meet the Strategists Session: Northern Trust

ESI Meet the Strategists: Northern Trust Tuesday, Jun 10, 2025, 4:00 PM ET Register Join us for another engaging installment of our "Meet the…

Beth KnoxMay 27, 2025

Advisory Solutions Technology

Morningstar Transition to AssetMark

Upcoming TAMP Sunset Deadlines The Morningstar Wealth Platform will sunset over Memorial Day Weekend (May 24-26, 2025), when all eligible accounts will transition to AssetMark,…

Beth KnoxMay 13, 2025

Advisory Solutions

IRA Asset Movement Authorization

ESI Operations is committed to streamlining new business submissions and supporting your operational efficiency. As part of this effort, we’re excited to announce an…

Beth KnoxMay 13, 2025

Advisory Solutions

Now Available: Illuminations’ Q1 Fund Strategist & SMA Portfolio Performance Comparison

The 2025 Q1 Fund Strategist and SMA Portfolio Performance Comparison is now available on the Illuminations platform under the Advisor Announcements section on your…

Mallorie ManoshMay 8, 2025

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Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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