Advisory Solutions

Where You Work Matters More Than You Think Hopefully you've seen the recent Field Notice on Branch and Non-Branch locations, which outlines important updates…

ADVISORY FEE PAYMENTS COMING SOON! Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations and our Direct Money…

Now Available to Order! The 2026 Tax Reference Guide is now available and is an excellent resource to support your client and prospect conversations. This two-page flyer is…

We’ve made a few updates to the EFA Planning and Consulting program to provide greater clarity, smoother pricing transitions, and more consistent guidance for…

We're excited to introduce Guided Choice, a next-generation Unified Managed Account (UMA) solution available within Illuminations powered by FMAX. Guided Choice is designed to…

It’s here. This weekend, ESI and Fidelity successfully completed the conversion from Envestnet to the FMAX platform—marking a major milestone in the evolution of…