All Posts – Page 75 – Equity Services, Inc

Product

Alternative Mutual Fund List – Quarterly Update

The alternative mutual funds lists – Approved, Watch and Restricted – have been updated. Approved and Prohibited Alternative Mutual Funds The purchase of Alternative…

Beth KnoxApril 20, 2021

Operations

New Form Option

ESI’s new form, Summary of Work Performed for EFA Consulting (ES0732(0421) Cat. No. 53785), is not required. It’s been designed as an alternative to…

Beth KnoxApril 20, 2021

Best Practices

Rep Insights Replay Available: Taking Over a Book of Business with Kyle Voiland and Maria Conlon

Do you ever wonder what your business might look like if you purchased an established book from a retiring advisor? Recently, we sat down…

Beth KnoxApril 20, 2021

Advisory Solutions Operations

ESI Advisory Operations Team Expands

Korbin Wayton has recently joined the ESI Operations team in the role of Securities Operations Representative. Korbin has been with National Life Group since…

Beth KnoxApril 20, 2021

Operations

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 13, 2021

Advisory Solutions

ESI Illuminations 2.0: Strategist UMA and Overlay Services Go Live Monday (4/19)!

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 13, 2021

Advisory Solutions

An Update from Envestnet: Morningstar Changes

Dear Colleague,We hope this message finds you well. As you may know, Morningstar recently announced some changes to its US-based investment style methodology. These…

Beth KnoxApril 13, 2021

Incentives

Are you on track to qualify for the ESI Elite Symposium?

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 KnoxApril 13, 2021

Advisory Solutions Operations

eSignature Now Available for Maple Capital Management New Accounts

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

Beth KnoxApril 6, 2021

Operations

IRS Extends 2020 Tax Filing and Prior Year IRA Contribution Deadline to May 17, 2021

Fidelity Notice 21-103 The Internal Revenue Service (IRS) has announced that the federal income tax filing deadline for individuals for the 2020 tax year…

Beth KnoxApril 6, 2021