Advisory Solutions – Page 39 – Equity Services, Inc

Morningstar Smart Investor: Top 15 Funds leading the Way on ESG

The ability to outperform traditional benchmarks while pursuing sustainability initiatives has often seemed an elusive goal for investors. Using the Morningstar Analyst Rating together…

Beth KnoxMay 25, 2021

Advisory Solutions

Introducing Legg Mason

Legg Mason high net worth (HNW) portfolios are now available on the ESI Illuminations platform. Legg Mason HNW portfolios seek to deliver long-term…

Beth KnoxMay 18, 2021

Advisory Solutions

Coming Soon! Separate Accounts in ESI Illuminations

The next rollout for ESI Illuminations 2.0 is Separate Accounts. ESI Illuminations, now makes available Separately Managed Accounts. A Separately Managed Account describes a…

Beth KnoxMay 18, 2021

Advisory Solutions

SmartAsset Lead Generation Now Available to IARs

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Beth KnoxMay 18, 2021

Advisory Solutions Strategic Partners

Maple Capital May Fixed Income Commentary Now Available

“After rising for three straight months, bond yields declined a bit (9 to 12 basis points) in April. As in the prior months, most…

Beth KnoxMay 18, 2021

Advisory Solutions

Important Date Change to Fund Class Conversion in PMC Flagship Portfolios

Envestnet PMC will be using lower cost share class mutual funds in their Flagship portfolios. These lower cost funds will be used with new…

Beth KnoxMay 10, 2021

Advisory Solutions Best Practices

Morningstar: When is the “Right” Time to File for Social Security Benefits?

When Is the 'Right' Time to File for Social Security Benefits? Author Mike Piper discusses when it makes sense to claim Social Security early…

Beth KnoxMay 10, 2021

Advisory Solutions

IRA Contribution Deadline is May 17th – Here’s How to Make Those Last Minute Contributions Faster and Easier

The 2020 IRA Contribution deadline is May 17th. Checks must be received with a post-mark date of no later than May 17th in order…

Beth KnoxMay 5, 2021

Advisory Solutions

Important Date Change to Fund Class Conversion in PMC Flagship Portfolios

Envestnet PMC will be using lower cost share class mutual funds in their Flagship portfolios. These lower cost funds will be used with new…

Beth KnoxMay 5, 2021

Advisory Solutions

Resource Spotlight from Brinker Capital

The Brinker Capital Market Barometer is their monthly assessment of different factors that impact market performance. Click here to download it. TC120846(0521)1

Beth KnoxMay 5, 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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