All Posts – Page 3 – Equity Services, Inc

Coming Soon: Updates to Client Reviews in Illuminations!

Documenting your annual client reviews is about to get even easier! Beginning December 16, 2024, client reviews will be updated with a new look…

Beth KnoxDecember 3, 2024

Strategic Partners Training

Exclusive Envestnet Event: High-Net-Worth Symposium

On January 15th, Envestnet will host Engage 2025: High-Net-Worth Symposium. From Envestnet: "We are excited to invite you to an exclusive in-person workshop designed…

Beth KnoxDecember 3, 2024

Advisory Solutions Market Updates

How Could the 2024 Election Results Affect the Economy and Investments?

From Envestnet PMC: The election is over, but the results are continuing to reverberate through the financial markets. Introduction The 2024 elections are over,…

Beth KnoxDecember 3, 2024

Best Practices Compliance & Licensing

Recent Field Notice: Update to 529 Municipal Securities Disclosure Form

Policy changes related to 529 accounts were recently announced in Field Notice 2023- 24. A key driver for the policy update was the expanded…

Beth KnoxDecember 3, 2024

Technology

Update to the Entreda Cybersecurity Passing Score

Update Effective December 9th When we first rolled out Entreda, the cybersecurity system, we knew it would provide a better experience than our previous…

Beth KnoxDecember 3, 2024

Advisory Solutions

Missed The Launch of AcquireUp This Week?

You’re in luck because we are offering one final webinar on Thursday December 5th. Join ESI and AcquireUp on December 5, 2024 at 1:30 PM…

Mallorie ManoshNovember 19, 2024

Advisory Solutions

Join Our Webinar: Expanding Your Reach – Growing Your Network

Expand Your Reach and Grow Your Social Media Network Are you looking to grow your social network and engage with clients and prospects on…

Mallorie ManoshNovember 19, 2024

Best Practices Prospecting & Marketing Technology

Seminar Success Starts Here: AcquireUp Now Available for ESI Reps and Advisors

Introducing AcquireUp, a premier event marketing platform approved and available for your practice! As an ESI Rep or Advisor, you may be…

Mallorie ManoshNovember 7, 2024

Advisory Solutions

Get Ready to Meet ESI’s Newest Registered Index-Linked Annuity Offering

Corebridge's MarketLock Annuity is coming later this month - Join us for a webinar on Thursday November 21st to learn more! Join us Thursday…

Mallorie ManoshNovember 5, 2024

Advisory Solutions

Envestnet Announces New Tax Overlay Service!

No one likes dealing with taxes – but it’s one of those tedious tasks that just has to get done. If you don’t consider…

Mallorie ManoshNovember 5, 2024