Advisory Solutions – Page 40 – Equity Services, Inc

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

Advisory Solutions

Form ADV Part 2A Update

Field Notice 2021-12Effective April 30, 2021, ESI Financial Advisors (“EFA” or “the Firm”) updated its Form ADV Part 2A (ES0408) disclosure brochure (“Brochure”) to…

Beth KnoxMay 5, 2021

Advisory Solutions

$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

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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

ESI consumer materials linked in ESI Insight have been approved as printed handouts only unless otherwise noted. These materials may neither be emailed to clients or the public, or be used for recruiting purposes, until they have been reviewed and approved as an email attachment to which "opt-out" and other disclosure language has been added to comply with federal SPAM laws.

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

For Registered Representative Use Only – Not For Use With The Public
TC7606693(0225)3 | Privacy and Legal Information