All Posts – Page 77 – Equity Services, Inc

“Getting Better”

“Intermediate and long-term bond yields rose rather abruptly in February as investors digested the progress of the vaccine rollout and the return to a…

Beth KnoxMarch 23, 2021

Compliance & Licensing Operations

Reduction in ESI Transaction Fees & Updated Account Fees Service Fees on ESI Brokerage Accounts

Executive SummaryESI recently re-negotiated its clearing arrangement with National Financial Services (NFS) under which ticket costs on traditional brokerage accounts and its legacy advisory…

Beth KnoxMarch 23, 2021

Compliance & Licensing Operations

Cybersecurity

Cybersecurity is the practice of protecting networks, systems, hardware and data from digital attacks. It encompasses everything pertaining to protecting sensitive data: personally identifiable…

Beth KnoxMarch 23, 2021

Training

Have You Been Listening to Our Rep Insights?

What would it mean for your business if you could free yourself from “business as usual"? If you could build and market your business in…

Beth KnoxMarch 17, 2021

Operations

Changes to the Wealthscape Investor Platform

Changes to the Wealthscape Investor platform On March 19, 2021, Fidelity Investments (Fidelity) will introduce changes to the Wealthscape Investor platform. This refreshed design…

Beth KnoxMarch 17, 2021

Advisory Solutions

PMC Capital Markets Assumptions

PMC Capital Markets Assumptions and Asset Class Portfolios Update COMING SOON to the Envestnet PlatformOn the weekend of March 26th, 2021, the updated Capital Markets Assumptions…

Beth KnoxMarch 17, 2021

Compliance & Licensing

American Funds SIMPLE Plus and ADV Updates!

American Funds SIMPLE Plus Plan Recently, American Funds introduced an innovation to their SIMPLE IRA platform: the SIMPLE Plus plan. This new platform allows…

Beth KnoxMarch 17, 2021

Advisory Solutions

Illuminations 2.0 Tips and Tricks: Goal Modifications

New Business Proposal and Goal Modification Proposal Process ESI Illuminations 2.0 changes the playing field by introducing bundled pricing to the platform. For new…

Beth KnoxMarch 17, 2021

Operations Technology

Docupace Start: Moving from Instructional to Intuitive

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. Within the coming weeks, ESI will…

Beth KnoxMarch 9, 2021

Advisory Solutions

Brinker Capital Wants to Help You Differentiate Your Business

Brinker Capital has new resources and news to share, so look for emails from them over the next few weeks as they reintroduce their…

Beth KnoxMarch 9, 2021