All Posts – Page 33 – Equity Services, Inc

Differentiate Yourself with Customized Solutions

With features like broad equity exposure, personalization, low investment management expenses, tax management, and lower minimums, direct indexing may be a good solution for…

Beth KnoxMarch 7, 2023

Best Practices

First Quarter 2023 Investment Research Update from Fidelity

Fidelity's Director of Quantitative Market Research, Denise Chisholm, offers data-driven views of the markets, equity sectors, and other investment building blocks, such as factors…

Beth KnoxMarch 7, 2023

Q1 Field Kick-Off Call with ESI Sr. Leadership Now Available

Best Practices

Recording of Q1 Field Kick-Off Call with ESI Sr. Leadership Now Available

Click here for a recording of ESI’s Q1 Field Kick-Off Call and learn about what’s ahead for 2023! TC132151(0323)1

Beth KnoxMarch 7, 2023

Best Practices Operations

Now Available: Wealthscape Investor Overview for Clients

A new resource designed to help new and existing clients personalize and make the most of their Wealthscape Investor account is now available. Offering…

Beth KnoxMarch 7, 2023

Operations Technology

Wealthscape and Wealthscape Investor Quote Enhancements

From Fidelity Institutional:WealthscapeSM and Wealthscape InvestorSM Quote Enhancements Enhanced Auto-Suggest in Quote SearchAuto-Suggest will be enhanced to create a more consistent search behavior across…

Beth KnoxMarch 7, 2023

Best Practices

How Did You Achieve ESI’s Circle of Excellence?

From Dan Wolodkiewicz, Pinnacle Financial Associates and Circle of Excellence Member We began our journey to achieve Circle of Excellence (COE) 24 years ago,…

Beth KnoxFebruary 28, 2023

Advisory Solutions

The Debt Ceiling is Somewhere Up There…

From Maple Capital Management By now, you have probably been hearing a lot about the debt ceiling. Democrats and Republicans are arguing about how…

Beth KnoxFebruary 28, 2023

Compliance & Licensing

Revenue Sharing Disclosure Update

In accordance with the annual update requirement of DOL Rule 408(b)(2), ESI has posted its updated revenue sharing arrangement disclosure document to its public…

Beth KnoxFebruary 28, 2023

Product

Updates from Touchstone Investments

From Touchstone Investments Touchstone Anti-Benchmark® International Core Equity Fund UpdatesIMPORTANT NOTICE Touchstone Anti-Benchmark International Core Equity FundLiquidation Notice - March 30, 2023 At a…

Beth KnoxFebruary 28, 2023

Product

RREEF Property Trust Update

As of February 23, 2023, RREEF Property Trust, Inc. (the “Company”) has received share redemption requests during the quarter ending March 31, 2023 in…

Beth KnoxFebruary 28, 2023