Advisory Solutions – Page 45 – Equity Services, Inc

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

Advisory Solutions

Maple Capital Has a Change in Their Billing Process

Maple Capital Management, MCM has converted to advance billing. The specific manner in which fees are charged is established in a client’s Investment Advisory…

Beth KnoxJanuary 5, 2021

Advisory Solutions Operations

Thank you

2020 hasn’t been an easy year, but as financial professionals, it’s a year we can all be proud of. TC118844(1220)1

Beth KnoxDecember 28, 2020

Advisory Solutions

Solving for Your Clients’ Income Needs

The Touchstone Income Strategy powered by ESI Illuminations is a managed portfolio of a combination of Touchstone Funds that are allocated to generate income…

Beth KnoxDecember 28, 2020

Advisory Solutions

Happy Holidays

Wishing you and your family a happy holiday season from all of us at Equity Services! TC118753(1220)1

Beth KnoxDecember 21, 2020

Advisory Solutions

Resources for the New Year: Tax-Conscious Investing

Quick Sales IdeaThe Investment Evolution campaign asks the simple question, "Has your investment strategy kept up with your life?". Tax-conscious investing is a great topic to use…

Beth KnoxDecember 21, 2020

Advisory Solutions Prospecting & Marketing

We’ve Updated our ESI Illuminations Investor Profile Questionnaire!

The ESI Illuminations Investor Profile Questionnaire has been updated so that it is now available in multiple formats. When ordering through Merrill (catalog number…

Beth KnoxDecember 15, 2020

Advisory Solutions

Product Updates

American Century Investments® C to A Class Auto Conversion UpdateIn August 2018, American Century Investments’ funds started converting C Class shares to A Class…

Beth KnoxDecember 8, 2020

Advisory Solutions Prospecting & Marketing

New Client Communications Available

During the turmoil of 2020, communication with clients is more important than ever. Three new annual review emails, focused on the importance reviewing factors…

Beth KnoxNovember 11, 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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Third party articles are for information only and have not been reviewed or approved for use with consumers

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