Advisory Solutions – Page 45 – Equity Services, Inc

Advisory Solutions Operations Product Strategic Partners

Important Updates from Brighthouse Financial and Touchstone Investments

From Brighthouse Financial: Changes to Our Call and Servicing CenterBeginning September 8, 2020, Brighthouse Financial® will have new annuity servicing center contact details. We'll…

Beth KnoxSeptember 1, 2020

Advisory Solutions Prospecting & Marketing

Your One Stop Shop for IAR Materials – ESI Illuminations!

All Your Illuminations Resources in One Place! Have you taken a look at the updated Platform section of the Illuminations platform? The tabs under that section…

Beth KnoxSeptember 1, 2020

Advisory Solutions Strategic Partners

Morningstar SmartInvestor: Value Investing – When History May Not be Enough

Finance professors are historians. Because their research must withstand tests of statistical significance, it typically is conducted over prolonged time periods. Consequently, they also…

Beth KnoxAugust 26, 2020

Advisory Solutions

Morningstar: How to Create Cashflows in Retirement

It’s something that even casual market observers know well: Yields on bonds and cash have been going down, largely unabated, for almost three decades.…

Beth KnoxAugust 11, 2020

Advisory Solutions

Updated Illuminations Strategists Performance Snapshots for Q2 2020

To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of…

Beth KnoxAugust 4, 2020

Advisory Solutions

Virus Market Special Update from JA Forlines

From JA ForlinesThis month, we continue to revisit our Virus Crisis Exit Playbook, which we have had in place since late March and will…

Beth KnoxAugust 4, 2020

Advisory Solutions

Tapping into Maple: Worried about the upcoming election? Don’t be…

As investors, we are trained to be on the lookout for the next risk headed towards our portfolios. The human brain has evolved over…

Beth KnoxJuly 28, 2020

Advisory Solutions

Quarterly Diversification Scorecard from Envestnet PMC

From Envestnet PMC After record volatility and the quickest-ever decline into bear market territory during the first quarter, global equity markets roared back in…

Beth KnoxJuly 21, 2020

Advisory Solutions Product

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

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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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