Advisory Solutions – Page 38 – Equity Services, Inc

$140 Stimulus Credit for MoneyGuide Training!

MoneyGuide is offering a $140 stimulus credit that you can apply towards any MoneyGuide training courses. These interactive, CE-approved, training sessions will help you gain a deeper…

Beth KnoxMay 5, 2021

Advisory Solutions Operations Technology

You Can Now Use eSignature via DocuSign on Brinker Business!

We heard your feedback and have been working with our partners at Brinker Capital to improve the new account process to include eSignature acceptance.…

Beth KnoxApril 28, 2021

Advisory Solutions

ESI Illuminations 2.0: Strategist UMA and Overlay Services Now Live!

Strategist UMAWith Illuminations 2.0, Strategist UMA takes Strategist portfolios one step further as Strategists use separate accounts within their portfolios. The result is a…

Beth KnoxApril 20, 2021

Advisory Solutions Operations

ESI Advisory Operations Team Expands

Korbin Wayton has recently joined the ESI Operations team in the role of Securities Operations Representative. Korbin has been with National Life Group since…

Beth KnoxApril 20, 2021

Advisory Solutions

ESI Illuminations 2.0: Strategist UMA and Overlay Services Go Live Monday (4/19)!

Strategist UMAWith Illuminations 2.0, Strategist UMA takes Strategist portfolios one step further as Strategists use separate accounts within their portfolios. The result is a…

Beth KnoxApril 13, 2021

Advisory Solutions

An Update from Envestnet: Morningstar Changes

Dear Colleague,We hope this message finds you well. As you may know, Morningstar recently announced some changes to its US-based investment style methodology. These…

Beth KnoxApril 13, 2021

Advisory Solutions Operations

eSignature Now Available for Maple Capital Management New Accounts

We heard your feedback and have been working with our partners at Maple Capital to improve the new account process to include eSignature acceptance,…

Beth KnoxApril 6, 2021

Advisory Solutions Prospecting & Marketing

Take a Fresh Look at the Marketing and Training Resources Available on the ESI Illuminations Platform

Did you know that all of the Illuminations marketing and training resources – both ESI materials and Strategist materials – are available on the…

Beth KnoxApril 6, 2021

Advisory Solutions Product

Important Information from Russell Investments

From Russell Investments As communicated previously, we are making strategic adjustments to the Core Model Strategies and the LifePoints® Funds, Target Portfolio Series to…

Beth KnoxApril 6, 2021

Advisory Solutions

Coming Monday April 19th: ESI Illuminations 2.0 Introduces Strategist UMA and Overlay Services

On Monday April 19th, look for the newest enhancements to the ESI Illuminations platform as we introduce Strategist Unified Managed Accounts (Strategist UMA) and Overlay…

Beth KnoxMarch 30, 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.

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