Advisory Solutions – Page 32 – Equity Services, Inc

Advisory Solutions Compliance & Licensing

Exclusion of Certain Cash Balances From Advisory Fee Calculations

Effective April 1st, 2022 assets designated as “Protected Cash” on the Illuminations platform and those in a “Holding Money Market” account at SEI, will…

Beth KnoxMarch 8, 2022

Advisory Solutions

Come and Get It: ESI Illuminations Support Team Overview

Advisors using the ESI Illuminations Platform have an entire team of resources to help with everything from pre-sale to account operations. And we have…

Beth KnoxFebruary 23, 2022

Advisory Solutions

7 Charts on the Big CPI Rise, Fed Rate Hike Outlook

"Inflation pressures remained stubbornly high in January, keeping hopes for a peak in the upward pressure on prices on hold for now and setting…

Beth KnoxFebruary 15, 2022

Advisory Solutions

Slippery Conditions Ahead for Fixed Income

"Bond yields rose in January to start the year off in similar fashion to 2020. A year ago, the bond market was reacting to…

Beth KnoxFebruary 15, 2022

Advisory Solutions

Updated! Meet the Strategists

ESI’s Meet the Strategists has been updated and is available for ordering using cat# 102764. You’ll also find it on the ESI Illuminations site.…

Beth KnoxFebruary 9, 2022

Advisory Solutions

NEW! ESI Illuminations Portfolio Performance Snapshots for Q4 2021

To help you review the Illuminations fund strategist and SMA portfolios you’ve utilized for your clients and determine if there is something new and a…

Beth KnoxFebruary 9, 2022

Advisory Solutions

Meet the Illuminations Strategists!

ESI’s Meet the Strategists has been updated and is available for ordering using cat# 102764. You’ll also find it on the ESI Illuminations site.…

Beth KnoxFebruary 1, 2022

Advisory Solutions

John Keenan Joins ESI!

John Keenan, CLU, ChFC, CFP® Joins Equity Services ESI is pleased to welcome John Keenan to the team! With almost 30 years of experience…

Beth KnoxJanuary 26, 2022

Advisory Solutions

Envestnet: Flagship Q4 2021 Commentary

As Covid-19 and its Greek alphabet of mutations continue to haunt the global economy, equity markets overcame numerous headwinds in the fourth quarter of…

Beth KnoxJanuary 26, 2022

Advisory Solutions Technology Training

Check Out Money Guide Pro’s Virtual Meeting Guide!

Unprecedented economic and social changes have led to significant stress for both clients and advisors. MoneyGuide is prepared and taking the necessary steps to…

Beth KnoxJanuary 26, 2022

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

Third party articles are for information only and have not been reviewed or approved for use with consumers

For Registered Representative Use Only – Not For Use With The Public
TC100395(0318)P | Privacy and Legal Information