Advisory Solutions – Page 43 – Equity Services, Inc

Revenue Sharing Disclosure Update and Annual Client Contact Documentation

Revenue Sharing Disclosure Update In accordance with the annual update requirement of DOL Rule 408(b)(2), ESI has posted its updated revenue sharing arrangement disclosure…

Beth KnoxFebruary 2, 2021

Advisory Solutions

ESI Illuminations Business Development Credit Program Payment

The ESI Illuminations Business Development Credit Program provides additional compensation to Advisors with $5 Million or more in Average Daily Balance of Assets Under…

Beth KnoxJanuary 26, 2021

Advisory Solutions

Illuminations 2.0: ETF Video Spotlight

As we get closer to the implementation of Illuminations 2.0 and bundled pricing, members of ESI’s Business Development team have shared some of the future Illuminations…

Beth KnoxJanuary 26, 2021

Advisory Solutions Prospecting & Marketing

Into the Unknown

Brinker Capital’s Chief Behavioral Officer, Dr. Daniel Crosby, digs into why we hate uncertainty—something we have all had to deal with over the past…

Beth KnoxJanuary 26, 2021

Advisory Solutions Product

Invesco Fund Mergers

In a meeting held on January 22, 2021, the Board of Trustees for the Invesco Funds unanimously approved an Agreement and Plan of Reorganization…

Beth KnoxJanuary 26, 2021

Advisory Solutions

Brinker Capital Investments: Quarter End Q&A with Tim Holland

TC119180(0121)1

Beth KnoxJanuary 19, 2021

Advisory Solutions Operations Product Technology

ESI Field Leadership Update Call: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 19, 2021

Advisory Solutions Compliance & Licensing Operations Technology

ESI Leadership Field Update: January 2021

Please join ESI’s Executive Leadership Team for our Quarterly Field Update series. In this session, we’ll be reviewing the activities and results of Q4…

Beth KnoxJanuary 12, 2021

Advisory Solutions

Morningstar Asset Category Changes

Morningstar will be updating some of the asset categories. This change is scheduled to take place on April 30, 2021. Following the changes, the…

Beth KnoxJanuary 12, 2021

Advisory Solutions

Coming in February: Illuminations 2.0

Every year ESI Illuminations evolves – new functionality, new managers, more portfolios – but in 2021 the evolution of Illuminations is taking a big…

Beth KnoxJanuary 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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