Strategic Partners – Equity Services, Inc

Prospecting & Marketing Strategic Partners Technology

Redtail To Introduce New Pricing Structure

In August’s ESI Senior Leadership Update, we shared that Redtail would be introducing a new pricing structure for ESI. Starting December 19, 2024, Redtail…

Mallorie ManoshNovember 5, 2024

Advisory Solutions Product Prospecting & Marketing Strategic Partners Technology

Mark your calendars for The Convergence of Wealth and Retirement webinar

Mark your calendars for The Convergence of Wealth and Retirement webinar Thursday, October 17th | 2:00 PM EST | Click HERE to Register Please join Envestnet…

Mallorie ManoshOctober 8, 2024

Advisory Solutions Strategic Partners Technology

Envestnet Software Update 24Q3 Platform Maintenance

The 3rd quarter 2024 data center maintenance for Envestnet’s platform will take place on Saturday, September 21, 2024 beginning at 6:00 p.m. CDT and…

Mallorie ManoshSeptember 16, 2024

Advisory Solutions Best Practices Strategic Partners Technology

Introducing Our New eMoney Webinar Series: Enhancing the Value of Financial Planning

We are excited to announce a new monthly webinar series hosted by eMoney, designed to help financial advisors unlock the full potential of financial…

Matt LyonSeptember 11, 2024

Advisory Solutions Product Strategic Partners

New Alternative Investment Opportunities: Introducing PIMCO and BlackRock Interval Funds

We are thrilled to announce the availability of two new interval funds—PIMCO Flexible Credit Income Fund and BlackRock Credit Strategies Fund—as part of our…

Mallorie ManoshSeptember 5, 2024

Advisory Solutions Best Practices Strategic Partners Training

Introducing “Meet the Managers”: A New Monthly Webinar Series

Join us for an exclusive opportunity to gain direct insights from the experts behind the portfolios on our ESI Illuminations platform with our new…

Matt LyonSeptember 3, 2024

Prospecting & Marketing Strategic Partners

Registration Closing Soon: Elevate Your Seminar Marketing with White Glove’s Host-U Event

2025 is right around the corner and that means it’s time to build your marketing plan. It might also mean identifying new ways to…

Mallorie ManoshSeptember 1, 2024

Market Updates Strategic Partners

Corrections Happen. What’s Next?

July was an eventful month. From the start, August appears it could be even more so. The collision of political, economic and, ultimately, market…

Matt LyonAugust 20, 2024

Market Updates Strategic Partners

August Market Swoon by Maple Capital

Tapping into Maple - With contiued market fluctuation and uncertainty, read why Maple Captial remains dedicated to their long term, bottom up approach. Market…

Matt LyonAugust 20, 2024

Advisory Solutions Product Strategic Partners

Brinker Capital – Available for New Accounts

Brinker Capital and their Destinations portfolios had been suspended to new accounts since February 1, 2024. This restriction was for both Illuminations and direct…

Beth KnoxAugust 20, 2024

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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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