Advisory Solutions – Page 30 – Equity Services, Inc

Advisory Solutions

ESI Field Advisory Committee Welcomes New Members

Chartered in 2006 as a subcommittee of NLG’s Agent Advisory Council (AAC), the ESI Field Advisory Committee (EFAC) is charged with working closely with…

Beth KnoxApril 19, 2022

Advisory Solutions Strategic Partners

Fixed Income Commentary Available

“Following the “Forgettable February” theme, “Miserable March” was not a pretty month for bond returns, but the future income component on new bond investments…

Beth KnoxApril 19, 2022

Advisory Solutions

Market Update from Envestnet

The global economy has started to slow after reaching near peak growth in the latter part of 2021 on the backs of historical levels…

Beth KnoxApril 12, 2022

Advisory Solutions

Removal of Higher Cost Mutual Funds from Some Flagship Select and Directions Accounts

Equity Services Financial Advisors (“EFA”) believes that it is important to provide clients with investments which are in their best interest. This means that…

Beth KnoxApril 5, 2022

Advisory Solutions

PMC Capital Markets Assumptions and Asset Class Portfolios Update

As a reminder, the updated Capital Markets Assumptions (CMAs) and Asset Class Portfolios (ACPs) recently went into effect on the Envestnet platform. Read more…

Beth KnoxApril 5, 2022

Advisory Solutions

Investment News Lists 10 Largest TAMPs of 2022

Great news! The 10 largest TAMP’s were just published in Investment News, and ESI’s advisory platform was very well represented! EnvestnetAssetMarkSEIOrion / Brinker Click…

Beth KnoxMarch 29, 2022

Advisory Solutions Training

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Savos Strategies: Customized Asset Management Solutions Through AssetMark Please join Savos Strategies to learn about their customized, cost-effective and tax-efficient advisory solutions. Savos is a…

Beth KnoxMarch 29, 2022

Advisory Solutions Operations

Recent Debit Card Fraud Trend

From Fidelity Fidelity Alert 22A-88Recent debit card fraud trend We have seen an increase in fraudulent debit card activity resulting from cardholders being scammed…

Beth KnoxMarch 23, 2022

Advisory Solutions

City National Rochdale Open to New Accounts

The restriction on new advisory accounts for City National Rochdale has been removed. New advisory accounts may be opened for City National Rochdale. If…

Beth KnoxMarch 23, 2022

Advisory Solutions

Changes to the ESI Flagship Portfolios

March 2022As part of the Envestnet | PMC’s ongoing monitoring and evaluation of model portfolios and investment strategies deployed within, the portfolio management team…

Beth KnoxMarch 23, 2022

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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.

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