Advisory Solutions – Page 34 – Equity Services, Inc

Have You Completed Your 2021 Advisor as Portfolio Manager CE?

ESI’s 2021 Continuing Education Program for Advisors using the ESI Illuminations Flagship Select or Directions programs is now available on the FIRE Solutions website. …

Beth KnoxOctober 12, 2021

Advisory Solutions Operations Technology Training

Reminder: Upcoming Important Dates!

November 1, 2021 DeadlineReport Retention Update in My View Portal On November 1st Broadridge will be modifying the retention time on the reports available within My…

Beth KnoxOctober 5, 2021

Advisory Solutions Operations

Envestnet’s Advisor Sales & Practice Solutions Team

Envestnet has recently updated their sales support team map. To access it, simply log in to ESI Illuminations and click on the Platform. You’ll…

Beth KnoxOctober 5, 2021

Advisory Solutions Compliance & Licensing Operations

Reminder: Upcoming Important Dates!

Important Reminder: Brokerage Account Paper Statement Fee will be Reflected on 9/30/21 Account StatementsIn the 3rd quarter of 2021, National Financial Services, LLC. (NFS)…

Beth KnoxSeptember 27, 2021

Advisory Solutions Strategic Partners

Save the Date for AssetMark: Impact Assets – Donor Advised Funds

Tuesday, September 28 at 1:00 pm ET The ImpactAssets Donor Advised Fund with AssetMark is an innovative donor advised fund that empowers your clients…

Beth KnoxSeptember 21, 2021

Advisory Solutions

Maple Capital and Imagine Dragons say “It’s Time”

If you were away in August, you didn’t miss much. For the month, Treasury yields changed very little, with most points along the curve increasing…

Beth KnoxSeptember 14, 2021

Advisory Solutions

ESI Illuminations Platform Enhancements

ESI Illuminations is ESI’s largest advisory platform and has grown in total assets under management to a record $1.6B. To help continue this growth,…

Beth KnoxSeptember 14, 2021

Advisory Solutions Technology

ESI Introduces Portfolio Quick Check Tool through Wealthscape

Available 24/7, Fidelity Portfolio Quick Check instantly gives you tailored, actionable portfolio analysis and insights—simply and seamlessly. This online, self-serve tool offers you a…

Beth KnoxAugust 31, 2021

Advisory Solutions Compliance & Licensing

Advisor as Portfolio Manager – 2021 Continuing Education

ESI’s 2021 Continuing Education Program for Advisors using the ESI Illuminations Flagship Select or Directions programs is now available on the FIRE Solutions website. …

Beth KnoxAugust 24, 2021

Advisory Solutions Operations

Accessing Your Illuminations Quarterly Performance Reports – As Simple As 1, 2, 3

Accessing your Illuminations Quarterly Performance Reports (QPRs) through Wealthscape Investor is as simple as 1, 2, 3… CLICK HERE TO VIEW INSTRUCTIONS TC122630(0821)1

Beth KnoxAugust 24, 2021

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