Advisory Solutions – Page 38 – Equity Services, Inc

Save the Date for ESI’s Leadership Field Update

Please join ESI’s Senior Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q2…

Beth KnoxJuly 13, 2021

Advisory Solutions Operations

SEI Investment Advisory Agreement Updated

The SEI Investment Advisory Agreement has been updated and is now available within Merrill Forms and is expected to be available in Docupace 07/15/2021.…

Beth KnoxJuly 13, 2021

Advisory Solutions

American Funds Virtual Advisor Forum

Join the American Funds Advisor Forum on July 20-21. Capital Group and AssetMark are teaming up for your success at this virtual event, with…

Beth KnoxJune 22, 2021

Advisory Solutions

The Results Are In!

Thanks to each of you who took the time to complete the ESI Sentiment Survey where we asked you, our field partners, to share…

Beth KnoxJune 22, 2021

Advisory Solutions Compliance & Licensing

COMING SOON! Collect Up to 100% of Financial Planning and Consulting Fees In Advance!

In the past, EFA limited the pre-payment of planning/consulting fees to no more than 50% of the total fee charged. But the field has…

Beth KnoxJune 15, 2021

Advisory Solutions

Morningstar: 2021 Inflation Commentary

Throughout 2021, markets have been pricing in higher inflation expectations. The Fed’s updated guidance allows for a more patient approach to reaching inflation and…

Beth KnoxJune 15, 2021

Advisory Solutions

Now Live! Separate Accounts in ESI Illuminations

Separately Managed Accounts are now available in a Unified Managed Account, on the ESI Illuminations Platform. For clients with $150,000 or more to invest,…

Beth KnoxJune 2, 2021

Advisory Solutions

Update to Financial Planning/Financial Consulting Fees

Field Notice 2021-15Effective July 1, 2021, ESI Financial Advisors (“EFA”) will allow advisors to collect up to 100% of financial planning/consulting fees in advance. …

Beth KnoxJune 2, 2021

Advisory Solutions

CLS to Leave ESI Illuminations

CLS Investments is leaving the Envestnet Platform. CLS Investments has notified Envestnet they no longer want to participate as a Third-Party Strategist on the…

Beth KnoxMay 25, 2021

Advisory Solutions

Separately Managed Accounts Coming Soon to ESI Illuminations!

Separately Managed Accounts will soon be available in a Unified Managed Account, on the ESI Illuminations Platform! For clients with $150,000 or more to…

Beth KnoxMay 25, 2021

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.

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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

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