All Posts – Page 78 – Equity Services, Inc

Check Image Display in Wealthscape/Wealthscape Investor History Page

On March 12, 2021, Wealtscape and Wealthscape Investor users will be able to view, print and save Integrated Cashiering Platform (ICP) disbursement check images.…

Beth KnoxMarch 9, 2021

Advisory Solutions Product

Product Updates from Russell Investments

From Russell Investments:Important Information: Annual prospectus update, Core Model Strategies and LifePoints® Funds reallocations, liquidation of two RIC funds, and manager changes in two…

Beth KnoxMarch 9, 2021

Compliance & Licensing

Explicit Hold Recommendation Requirements

In June of 2020, ESI updated its Written Supervisory Procedures (WSPs) to accommodate heightened regulatory scrutiny due to comply with the requirements of Regulation…

Beth KnoxMarch 9, 2021

Training

Have you dialed into our monthly field calls?

Have you been keeping up with your peers? We’ve been running our Rep Insights call series for over six months now, full of rich…

Beth KnoxMarch 2, 2021

Advisory Solutions

Brinker Capital Investments: Client Services Newsletter

CLICK HERE TO VIEW FULL CLIENT SERVICE NEWSLETTER FROM BRINKER! TC119836(0321)1

Beth KnoxMarch 2, 2021

Operations

Mobile Check Deposit – Have Your Clients Used It?

Did you know that reps and clients can deposit checks directly into their Brokerage account through the Wealthscape App? Have you ever used the…

Beth KnoxMarch 2, 2021

Operations

Wealthscape Investor Navigation Enhancements

On March 19, 2021, Fidelity Investments (Fidelity) will introduce changes to the Wealthscape Investor platform. This refreshed design offers a simplified user experience, quick…

Beth KnoxMarch 2, 2021

Operations

Enhancements to The EFA Financial Planning Process

With the increased adoption of StartingPoint, we are excited to introduce two updates to the EFA Planning process that will streamline the workflow and…

Beth KnoxMarch 2, 2021

Prospecting & Marketing

Understanding Social Security and Medicare

Do your clients have questions about social security or Medicare? Allianz has a new guide available. TC119718(0221)1

Beth KnoxFebruary 23, 2021

Advisory Solutions Compliance & Licensing Operations

ESI Executive Leadership Quarterly Update – Recording Now Available

Click here for a recording of our last Quarterly Field Update! During the last session, ESI’s Executive Leadership Team reviewed results of Q4 2020…

Beth KnoxFebruary 23, 2021