All Posts – Page 2 – Equity Services, Inc

Start the Year Right with an Investment Strategy Review

Start the Year Right with an Investment Strategy Review Why January is the Perfect Time to Review Your Investment Strategy With the new year…

Beth KnoxJanuary 8, 2025

Best Practices

Kick Off Your Successful 2025: Register for the ESI Business Development Conference

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Beth KnoxDecember 31, 2024

Firm Update

U.S. Stock Market will be Closed January 9th in Observance of a National Day of Mourning

The U.S. Stock Market, including the Nasdaq and New York Stock Exchange, will be closed on Jan. 9, in observance of a National Day…

Beth KnoxDecember 31, 2024

Advisory Solutions

Happy Holidays from ESI!

As we approach the end of another remarkable year, we want to extend our sincere thanks for your hard work and unwavering commitment. Your…

Beth KnoxDecember 17, 2024

Advisory Solutions

Register Now for the March 2025 Business Development Conference – Don’t Miss Out!

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Beth KnoxDecember 17, 2024

Advisory Solutions Compliance & Licensing

Reminder: Field Notice 2024-21: Investment Policy Exception Report Updates

Effective January 1st, 2025, ESI Financial Advisors (“EFA”) will change their notification process for accounts identified as being in violation of one or more…

Beth KnoxDecember 12, 2024

Advisory Solutions

Important Year End Dates & Reminders

With the end of the year quickly approaching, please make note of the following important deadlines for business processing. December 15th, 2024: Roth IRA…

Mallorie ManoshDecember 10, 2024

Advisory Solutions

Enhancing the Value of Financial Planning Webinar

Please join us for our upcoming eMoney webinar on Monday December 16, 2024 at 11-12pm ET The Enhancing the Value of Financial Planning series…

Mallorie ManoshDecember 10, 2024

Operations Product

Bitcoin ETFs Now Available

Bitcoin ETFs are now available on an unsolicited basis only in brokerage accounts. Please see this disclosure form (Digital Assets Disclosure Form) for additional…

Beth KnoxDecember 4, 2024

Firm Update Training

Quick Access to the ESI Home Office Organizational Chart

As always, we want to make sure that you have easy access to the resources and support you need to serve your clients effectively.…

Beth KnoxDecember 3, 2024