All Posts – Page 74 – Equity Services, Inc

Advisory Solutions

IRA Contribution Deadline is May 17th – Here’s How to Make Those Last Minute Contributions Faster and Easier

The 2020 IRA Contribution deadline is May 17th. Checks must be received with a post-mark date of no later than May 17th in order…

Beth KnoxMay 5, 2021

Advisory Solutions

Important Date Change to Fund Class Conversion in PMC Flagship Portfolios

Envestnet PMC will be using lower cost share class mutual funds in their Flagship portfolios. These lower cost funds will be used with new…

Beth KnoxMay 5, 2021

Advisory Solutions

Resource Spotlight from Brinker Capital

The Brinker Capital Market Barometer is their monthly assessment of different factors that impact market performance. Click here to download it. TC120846(0521)1

Beth KnoxMay 5, 2021

Advisory Solutions

Form ADV Part 2A Update

Field Notice 2021-12Effective April 30, 2021, ESI Financial Advisors (“EFA” or “the Firm”) updated its Form ADV Part 2A (ES0408) disclosure brochure (“Brochure”) to…

Beth KnoxMay 5, 2021

Advisory Solutions

$140 Stimulus Credit for MoneyGuide Training!

MoneyGuide is offering a $140 stimulus credit that you can apply towards any MoneyGuide training courses. These interactive, CE-approved, training sessions will help you gain a deeper…

Beth KnoxMay 5, 2021

Operations

Coming Soon! Wealthscape Investor Forgot Username Functionality

In an ongoing effort to enhance the platform capabilities, Wealthscape Investor users will be able to securely retrieve their Investor ID or Username at…

Beth KnoxApril 28, 2021

Best Practices

ESI’s 2021 Feedback Journey

In 2021 ESI’s goals are focused on the growth of our business as well as increasing the number of representatives partnered with us. To…

Beth KnoxApril 28, 2021

Product

An Important Message from Transamerica

Retirement Income Choice® 1.6 and Retirement Income Max® At Transamerica, we are committed to helping our customers save and retire with the income solutions…

Beth KnoxApril 28, 2021

Advisory Solutions Operations Technology

You Can Now Use eSignature via DocuSign on Brinker Business!

We heard your feedback and have been working with our partners at Brinker Capital to improve the new account process to include eSignature acceptance.…

Beth KnoxApril 28, 2021

Advisory Solutions

ESI Illuminations 2.0: Strategist UMA and Overlay Services Now Live!

Strategist UMAWith Illuminations 2.0, Strategist UMA takes Strategist portfolios one step further as Strategists use separate accounts within their portfolios. The result is a…

Beth KnoxApril 20, 2021