August 2021 – Page 3 – Equity Services, Inc

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In Case You Missed It…

Coming Soon: NFS Quarterly Surcharge for Physical Confirmation and StatementsBrokerage clients need to sign up for electronic delivery before September 15th! Click here for…

Beth KnoxAugust 3, 2021

Advisory Solutions

The Tax Man Cometh

“Since our last Markets in Motion, our Global Macro view has begun to playout. Since mid-May, growth/quality equities have turned from laggards to leaders…

Beth KnoxAugust 3, 2021

Advisory Solutions

Tapping Into Maple – Exiting Energy – Obsolescence Risk Rising

Re-opening Theme – An Opportunity to Exit Client’s Exposure to Oil“Maple Capital used the prevalent re-opening theme in the equity market as an opportunity…

Beth KnoxAugust 3, 2021

Advisory Solutions Compliance & Licensing Incentives Operations Product Technology

Did you miss the ESI Leadership call?

Last week’s ESI Leadership call provided updates, announcements and reminders of new resources that can help save you time and build your business. Click…

Beth KnoxAugust 3, 2021

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