Advisory Solutions – Page 34 – Equity Services, Inc

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

Advisory Solutions Compliance & Licensing

Form ADV Part 2A and Part 2A-Appendix 1 Updates

Effective January 12, 2022, ESI Financial Advisors (“EFA” or “the Firm”) has amended its Forms ADV Part 2A (ES0408) and ADV Part 2A-Appendix 1…

Beth KnoxJanuary 18, 2022

Advisory Solutions Strategic Partners

Maple Capital: Fixed Income Commentary – December 2021

Our format this month takes a slightly different approach. First, we provide some brief color on what transpired in the bond market last month.…

Beth KnoxJanuary 4, 2022

Advisory Solutions

Happy New Year

Wishing you and yours a wonderful New Year! TC124784(1221)1

Beth KnoxDecember 27, 2021

Advisory Solutions

AdvicePay Overview Recording Now Available

Writing a physical check has become obsolete for most businesses. Why not make it obsolete for yours? With the introduction of AdvicePay you can…

Beth KnoxDecember 27, 2021

Advisory Solutions

Updated Sales Map for Brinker Capital

From Brinker Capital: As we get ready to start a new year, we’re taking the opportunity to make changes to our sales team structure.…

Beth KnoxDecember 27, 2021

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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.

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.

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