Advisory Solutions

From Envestnet PMC: A Look at Diversification Pros and Cons for 2023Diversification Scorecard Q4 2023"In the year of the magnificent-7 stocks leading the charge…

From Maple CapitalMonthly Commentary as of 1.31.2024Click here to read the full Commentary "Bond yields on the short end of the yield curve fell…

ESI will be closed Monday February 19th, 2024 in observance of President’s Day. We will re-open Tuesday, February 20th with normal business hours.TC139722(0224)1

Attend an interactive panel discussion with highly successful Reps. Hear how they have grown their business to serve their clients. Ask questions and gain…

Who is invited?All ESI Registered Reps, Advisors, Office Managers, Marketing Managers, and Administrative Teams.Register for the ESI Business Development ConferenceTeam Up for SuccessMarch 17…

Bitcoin ETFs - Notice #2Published February 1, 2024On January 10, 2024, the SEC announced its approval of eleven bitcoin exchange-traded products.  This marks a…

Register for the ESI Business Development ConferenceTeam Up for SuccessMarch 17 – 19, 2024Westin Old Alexandria, VA Who is invited?All ESI Registered Reps, Advisors,…

Please join ESI’s Sr Leadership Team for our 2024 Kick Off call! We’ll take a quick look back at the activities and results of Q4 and then…

Summary: New accounts for Brinker Capital Destinations and Destinations ETFh have been suspended for new clients– effective February 1, 2024.  This applies to accounts…

The 4th quarter 2023 alternative mutual fund lists, (approved, restricted and watch lists) have been updated. Approved and Prohibited Alternative Mutual Funds The purchase…