All Posts – Page 7 – Equity Services, Inc

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

In a release on July 11th, Envestnet announced that it has entered into a definitive agreement to be acquired by Bain Capital for $4.5…

Mallorie ManoshJuly 16, 2024

Best Practices Operations Product

Advisory Fee Payments Coming Soon

Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are typically billed to…

Beth KnoxJuly 9, 2024

Technology

Reminder – Fidelity Investments Announcement for End Investment Users: Multi-Factor Authentication Effective July 11th

As part of Fidelity’s continued work to protect clients, an additional layer of security will be turned on to help mitigate the risk of…

Mallorie ManoshJuly 9, 2024

Technology

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJuly 9, 2024

Operations

Field Notice: Worthless Security Transactions

ESI has developed a process to assist Brokerage account customers in handling worthless securities. This process aims to help customers declare losses on these…

Mallorie ManoshJuly 9, 2024

Advisory Solutions Best Practices

Did You Know? Strengthening Your Advisory Services with Dedicated Sales Support

As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and…

Mallorie ManoshJuly 9, 2024

Prospecting & Marketing

Announcing New Digital Recruiting Resources

As you recruit to your team, utilize the new Equity Services, Inc. Digital Pitchbook and the National Life Digital Pitchbook as your follow up.…

Beth KnoxJuly 9, 2024

Best Practices

Stars, Stripes, and Legislative Insights

4th of July and legislative birthdays: laws & fireworks unite! There is nothing quite like celebrating a birthday, regardless of how old you are;…

Mallorie ManoshJuly 2, 2024

Advisory Solutions Strategic Partners Technology

Enhancing Advisory Capabilities with ESI Illuminations

We are excited to announce the latest updates to our ESI Illuminations advisory platform. This upgrade includes new manager additions, allowing for a broader…

Mallorie ManoshJuly 2, 2024

Advisory Solutions

In Case You Missed It: Elevate Your Practice with Our New Study Group Series

ESI is thrilled to announce the launch of three new study group series, each tailored to address the unique needs and challenges of financial…

Beth KnoxJune 26, 2024