Advisory Solutions – Page 44 – Equity Services, Inc

Envestnet: What does history say about diversification during election periods?

Q3 2020 Diversification Scorecard Having trouble seeing this email? View in Browser Diversification and Recent Election Periods Diversification added value over the third quarter. Entering the fourth quarter, the…

Beth KnoxOctober 20, 2020

Advisory Solutions

Software Update from MoneyGuide Pro

Effective 10/12/20, two-factor authentication will be enabled within your MoneyGuide license and Client Portal. Envestnet | MoneyGuide utilizes two-factor authentication as a security measure…

Beth KnoxOctober 6, 2020

Advisory Solutions

W.E. Donoghue is now Donoghue Forlines!

A note from Donoghue Forlines CEO, Jeffrey R. Thompson: Dear Valued Partners, We are thrilled to announce our new firm name, Donoghue Forlines,…

Beth KnoxOctober 6, 2020

Advisory Solutions

Compensation Grid Changes

In 2018, ESI announced its first Schedule A Grid change in 20 years. Rather than making one big change then, we broke the change…

Beth KnoxSeptember 29, 2020

Advisory Solutions

Maple Capital Management Fixed Income Commentary Available

Click here for Maple Capital Management’s Fixed Income Commentary for September. TC117187(0920)1

Beth KnoxSeptember 29, 2020

Advisory Solutions

Brinker Capital and Orion Advisor Solutions Finalize Merger

Brinker Capital has completed its merger with Orion Advisor Solutions. Click here for the details including an FAQ and a copy of the press…

Beth KnoxSeptember 29, 2020

Advisory Solutions Operations

AssetMark New Account Process Now Includes eSignature!

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

Beth KnoxSeptember 22, 2020

Advisory Solutions

A Research Note from Envestnet PMC – Watch List Addition

Summary Symmetry Partners (“Symmetry”) recently announced that Dana D’Auria, CFA, Managing Director, Portfolio Manager, will be leaving Symmetry at the end of September. D’Auria…

Beth KnoxSeptember 22, 2020

Advisory Solutions

2021 Annual Renewal Process

With the end of the year fast approaching, it is time to start thinking about renewing your securities registrations for the coming year. Renewal…

Beth KnoxSeptember 15, 2020

Advisory Solutions

Tapping into Maple: Stock Splits – Nothing to See Here or Big News?

Another great article from Maple Capital! Click here to read what they have to say. Third party articles are for information only and have…

Beth KnoxSeptember 8, 2020

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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