Advisory Solutions – Page 45 – Equity Services, Inc

Product Updates

Alternative Mutual Fund Lists – Approved and Watch List Updated for Q2 2020 The alternative mutual fund approved and watch lists have been updated. …

Beth KnoxJuly 15, 2020

Advisory Solutions

REMINDER: Advisor as Portfolio Manager – 2020 CE Requirement

On an annual basis, advisors who use ESI’s Flagship Select and/or ESI Directions programs must complete continuing education specific to these programs. This year's…

Beth KnoxJuly 15, 2020

Advisory Solutions Product

Fidelity Target Allocation Model Portfolio Changes

Click here for important updates regarding change to the Fidelity Target Allocation model portfolios. TC115488(0720)1

Beth KnoxJuly 6, 2020

Advisory Solutions

Intro to BlackRock ESG Portfolios – Recording Now Available

Your next generation of clients are demanding long term positive ESG change from their investments. Learn how BlackRock can help you meet these needs…

Beth KnoxJune 30, 2020

Advisory Solutions Product

Important Product Updates

Brinker Capital and Orion Advisor Solutions to MergeFrom Brinker Capital:I am pleased to share some exciting news: Brinker Capital has entered into a merger…

Beth KnoxJune 30, 2020

Advisory Solutions Training

New Training and Updated Marketing Materials for Illuminations

New Training Resource:Help Clients Ease into the Market with Dollar Cost Averaging on ESI IlluminationsDuring times of market fluctuation, investors may choose to take…

Beth KnoxJune 16, 2020

Advisory Solutions

Take a Seat…Let’s Chat About Fixed Income

With Treasury yields nearly as low as they can go and the Fed actively buying Treasuries and MBS again, rates are expected to remain…

Beth KnoxJune 16, 2020

Advisory Solutions

AssetMark Share Class Conversion

AssetMark, Inc. is committed to lowering investment costs and helping advisors deliver value to your clients. AssetMark will transition certain mutual fund strategies from…

Beth KnoxJune 9, 2020

Advisory Solutions Product

Important Updates from AssetMark, Morningstar and Touchstone

Process Updates from AssetMark Broker Dealer Instruction: Bulk reassignment request with a letter of instructionTo move multiple accounts or clients to a different Financial…

Beth KnoxJune 3, 2020

Advisory Solutions

Client Resources and Best Practices from Brinker Capital

Resources for IARs Brinker Capital Market BarometerThe Brinker Capital Market Barometer is a monthly assessment of different factors that impact market performance.Pick a letter,…

Beth KnoxJune 3, 2020

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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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