All Posts – Page 59 – Equity Services, Inc

ESI on the New Agent Website Portal

New Agent Portal – Home PageYou’ll find multiple shortcuts to all your business processing technology (Docupace, Wealthscape, etc.) and more on the Home page.…

Beth KnoxFebruary 15, 2022

Advisory Solutions

Slippery Conditions Ahead for Fixed Income

"Bond yields rose in January to start the year off in similar fashion to 2020. A year ago, the bond market was reacting to…

Beth KnoxFebruary 15, 2022

Compliance & Licensing

Important Reminder Regarding Education and Recommendations

In a previous communication, “What Does It Mean To Be A Fiduciary?”, under the latest change in the Department of Labor’s (DOL) interpretation of…

Beth KnoxFebruary 15, 2022

Best Practices

January 2022 is in The Books – Thank Goodness

While 2021 was an excellent year for the equities markets— the S&P 500 index returned an eye-popping 26.9%-- 2022 is off to a rocky…

Beth KnoxFebruary 9, 2022

Incentives

Congratulations to Our 2022 Circle of Excellence Members!

Reserved for our top 25 registered representatives, Equity Services’ Circle of Excellence* is ESI’s highest level of recognition. Congratulations to our 2022 members and…

Beth KnoxFebruary 9, 2022

Advisory Solutions

Updated! Meet the Strategists

ESI’s Meet the Strategists has been updated and is available for ordering using cat# 102764. You’ll also find it on the ESI Illuminations site.…

Beth KnoxFebruary 9, 2022

Advisory Solutions

NEW! ESI Illuminations Portfolio Performance Snapshots for Q4 2021

To help you review the Illuminations fund strategist and SMA portfolios you’ve utilized for your clients and determine if there is something new and a…

Beth KnoxFebruary 9, 2022

Compliance & Licensing

Have You Read the Updated WSPs?

ESI Written Supervisory Procedures Update ESI continually reviews its Written Supervisory Procedures (“WSP”) in accordance with regulatory and business requirements. Effective January 31, 2022,…

Beth KnoxFebruary 9, 2022

Incentives

Congratulations to Our ESI Elite Symposium Qualifiers!

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class…

Beth KnoxFebruary 1, 2022

Advisory Solutions

Meet the Illuminations Strategists!

ESI’s Meet the Strategists has been updated and is available for ordering using cat# 102764. You’ll also find it on the ESI Illuminations site.…

Beth KnoxFebruary 1, 2022