All Posts – Page 84 – Equity Services, Inc

Operations

Year End Reminders

BROKERAGE OPERATIONS – IMPORTANT DATES Dec. 31, 2020Fidelity Clearing & Custody Fee Processing and Balance RemindersIn order for a client to avoid the $35…

Beth KnoxDecember 28, 2020

Advisory Solutions

Happy Holidays

Wishing you and your family a happy holiday season from all of us at Equity Services! TC118753(1220)1

Beth KnoxDecember 21, 2020

Advisory Solutions

Resources for the New Year: Tax-Conscious Investing

Quick Sales IdeaThe Investment Evolution campaign asks the simple question, "Has your investment strategy kept up with your life?". Tax-conscious investing is a great topic to use…

Beth KnoxDecember 21, 2020

Operations

Want to avoid a Beneficiary Headache? There’s a report for that.

There are numerous reports available in Wealthscape that can help manage operational aspects of your practice. This week, we will highlight the “Account Beneficiary…

Beth KnoxDecember 15, 2020

Advisory Solutions Prospecting & Marketing

We’ve Updated our ESI Illuminations Investor Profile Questionnaire!

The ESI Illuminations Investor Profile Questionnaire has been updated so that it is now available in multiple formats. When ordering through Merrill (catalog number…

Beth KnoxDecember 15, 2020

Product

Some News from Transamerica

At Aegon and Transamerica, we take pride in our mission of helping customers achieve a lifetime of financial security. This is an ambition to…

Beth KnoxDecember 15, 2020

Prospecting & Marketing

Did You Notice Merrill’s New Look?

You may have noticed that Merrill is looking a bit more modern these days! We want to make sure you can still find that…

Beth KnoxDecember 15, 2020

Advisory Solutions

Product Updates

American Century Investments® C to A Class Auto Conversion UpdateIn August 2018, American Century Investments’ funds started converting C Class shares to A Class…

Beth KnoxDecember 8, 2020

Operations

NFS Annual Custody and Recordkeeping (Inactivity Fee)

National Financial Services will be applying their annual “inactivity fee” on December 31, 2020. The fee is charged once per year to accounts meeting…

Beth KnoxDecember 8, 2020

Prospecting & Marketing

There’s an Easier, Faster Way to Book Appointments with PickTime!

National Life Group is always looking for ways to help you find more efficient and smoother processes in your day-to-day business. Whether you’re meeting…

Beth KnoxDecember 8, 2020