Advisory Solutions

The Direct Business Suitability Team at ESI is committed to delivering financial confidence. This is the team who reviews direct business to make sure…

On April 27th, all ESI advisors will be “switched-over” to the Envestnet NextGen Proposal tool – the fastest way to build and present investment…

From BlackRock Investment Insititute: Stay risk-on in the short term. We see falling inflation, nearing interest rate cuts and solid corporate earningssupporting cheery risk…

ESI is pleased to announce that the Nationwide New Heights 8, 9, and 10 year fixed indexed annuity is now approved for ESI Registered…

Join this upcoming 30-min webinar hosted by the Fidelity Government Relations & Public Policy Team on April 10th.   Click this link to learn more…

Equity Services, Inc. (ESI) recently wrapped up its highly anticipated second annual Business Development Conference (BDC) in Alexandria, Virginia. The conference kicked off on…

Upcoming Fidelity Webinars:Fixed Income 2024: Navigating the Bond MarketTuesday, April 2nd4:00pm ETClick here to RegisterFinal DOL Fiduciary Rule–On Its Way, Topic on “Policy in…

Please note the following closures/limited hours on Friday, March 29th (Good Friday holiday): All NYSE markets will be closed. Check with individual partners for…

Congratulations to everyone who met ESI Elite Symposium qualifications in 2023! We’re looking forward to seeing our ’23 qualifiers in Nashville in June!This year’s…

From Maple Capital: February CommentaryRead the full commentary. Bond yields increased markedly in February due in part to the January inflation report which showed…