March 2022 – Equity Services, Inc

A Note from Ata

It is with mixed emotion that I announce Scott Solod, our Chief Compliance Officer (CCO), has decided to pursue his career outside of National Life…

Beth KnoxMarch 30, 2022

Advisory Solutions

Investment News Lists 10 Largest TAMPs of 2022

Great news! The 10 largest TAMP’s were just published in Investment News, and ESI’s advisory platform was very well represented! EnvestnetAssetMarkSEIOrion / Brinker Click…

Beth KnoxMarch 29, 2022

Best Practices Strategic Partners

New Practice Management Piece from Jackson National

The COVID-19 pandemic has unquestionably affected the financial professional-client relationship. While many clients, and their financial professionals, have opted for virtual meetings as opposed…

Beth KnoxMarch 29, 2022

Prospecting & Marketing

I’m Engaged! Now What?

Hearsay Social allows you to compliantly use social media to build your brand. With features like pre-scheduling, Hearsay allows you to plan and automate…

Beth KnoxMarch 29, 2022

Advisory Solutions Training

Don’t Miss this Webinar! Sign Up TODAY!

Savos Strategies: Customized Asset Management Solutions Through AssetMark Please join Savos Strategies to learn about their customized, cost-effective and tax-efficient advisory solutions. Savos is a…

Beth KnoxMarch 29, 2022

Advisory Solutions Operations

Recent Debit Card Fraud Trend

From Fidelity Fidelity Alert 22A-88Recent debit card fraud trend We have seen an increase in fraudulent debit card activity resulting from cardholders being scammed…

Beth KnoxMarch 23, 2022

Advisory Solutions

City National Rochdale Open to New Accounts

The restriction on new advisory accounts for City National Rochdale has been removed. New advisory accounts may be opened for City National Rochdale. If…

Beth KnoxMarch 23, 2022

Advisory Solutions

Changes to the ESI Flagship Portfolios

March 2022As part of the Envestnet | PMC’s ongoing monitoring and evaluation of model portfolios and investment strategies deployed within, the portfolio management team…

Beth KnoxMarch 23, 2022

Prospecting & Marketing

Where to Find Marketing Resources on the New Agent Portal

Looking for Marketing Resources on the new Agent Portal? Log in to the NL website and click on Sales & Marketing to get started.…

Beth KnoxMarch 23, 2022

Operations Technology

Wealthscape and Wealthscape Investor to Block Access for Internet Explorer 11 (IE11) Users

From Fidelity:Consistent with Important Notice IN 21W-216 and Microsoft’s announcement to retire Internet Explorer 11 (IE11), access to the Wealthscape platform will be blocked…

Beth KnoxMarch 23, 2022