Envestnet Software Update 24Q3 Platform Maintenance
The 3rd quarter 2024 data center maintenance for Envestnet’s platform will take place on Saturday, September 21, 2024 beginning at 6:00 p.m. CDT and…
Introducing Our New eMoney Webinar Series: Enhancing the Value of Financial Planning
We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial…
Matt LyonSeptember 11, 2024
New Alternative Investment Opportunities: Introducing PIMCO and BlackRock Interval Funds
We are thrilled to announce the availability of two new interval funds—PIMCO Flexible Credit Income Fund and BlackRock Credit Strategies Fund—as part of our…
Mallorie ManoshSeptember 5, 2024
Introducing “Meet the Managers”: A New Monthly Webinar Series
Join us for an exclusive opportunity to gain direct insights from the experts behind the portfolios on our ESI Illuminations platform with our new…
Matt LyonSeptember 3, 2024
Brinker Capital – Available for New Accounts
Brinker Capital and their Destinations portfolios had been suspended to new accounts since February 1, 2024. This restriction was for both Illuminations and direct…
Beth KnoxAugust 20, 2024
Fiduciary Duties – Brush Up on Your Knowledge
It's important to know the difference between your fiduciary duty to a client's best interest; and acting as a fiduciary. Take a moment to…
Matt LyonAugust 14, 2024
Reminder: 2nd Quarter 2024 Alternative Mutual Fund Lists are Available
Alternative mutual funds are screened based on various due diligence criteria. To assist with what funds may be purchased, there is an Alternative Mutual…
Mallorie ManoshAugust 14, 2024
Did You Know? Strengthening Your Advisory Services with Dedicated Sales Support
As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and…
Mallorie ManoshJuly 9, 2024
Enhancing Advisory Capabilities with ESI Illuminations
We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…
Mallorie ManoshJuly 2, 2024