All Posts – Page 90 – Equity Services, Inc

Product

From W.P. Carey: CPA:18 Announces Updated NAV and Changes to Redemption Program

Dear Financial Advisor,As COVID-19 continues to have a significant impact on the global economy, we are closely monitoring its effect on all aspects of…

Beth KnoxSeptember 8, 2020

Operations

e-Delivery: It’s as easy as 1-2-3!

Working away at signing up your clients for eDelivery but can’t always remember what to do? No problem! Fidelity a great quick reference guide…

Beth KnoxSeptember 8, 2020

Operations

1-800-344-7437: The Gateway to All Things ESI!

As a reminder, when contacting ESI for support, the quickest way to reach one of our team members is to use our 800#, 800-344-7437…

Beth KnoxSeptember 8, 2020

Prospecting & Marketing Strategic Partners

How to Stay Virtually Connected with Prospects and Clients

To enhance your client connections, consider supplementing in-person meetings and seminars with digital alternatives, such as video conferencing and webinars. Virtual meetings can help…

Beth KnoxSeptember 1, 2020

Operations

Market Closing Times for Labor Day

In recognition of Labor Day, Equity Services, Fidelity Investments and all domestic equity and bond markets will be closed on Monday, September 7, 2020.…

Beth KnoxSeptember 1, 2020

Advisory Solutions Operations Product Strategic Partners

Important Updates from Brighthouse Financial and Touchstone Investments

From Brighthouse Financial: Changes to Our Call and Servicing CenterBeginning September 8, 2020, Brighthouse Financial® will have new annuity servicing center contact details. We'll…

Beth KnoxSeptember 1, 2020

Operations

2020 Premiere Select Retirement Account Annual Maintenance Fee Cycle

SummaryNational Financial Services will be charging Premiere Select Retirement accounts the annual $40.00 retirement maintenance fee on November 16th, 2020. How can I avoid…

Beth KnoxSeptember 1, 2020

Advisory Solutions Prospecting & Marketing

Your One Stop Shop for IAR Materials – ESI Illuminations!

All Your Illuminations Resources in One Place! Have you taken a look at the updated Platform section of the Illuminations platform? The tabs under that section…

Beth KnoxSeptember 1, 2020

Operations

Changes to Securities Market Value Calculation on Wealthscape

Starting with the September release of Wealthscape℠ and Wealthscape Investor℠, Total Securities Market Value – a value on Account Balances – will no longer…

Beth KnoxAugust 26, 2020

Advisory Solutions Strategic Partners

Morningstar SmartInvestor: Value Investing – When History May Not be Enough

Finance professors are historians. Because their research must withstand tests of statistical significance, it typically is conducted over prolonged time periods. Consequently, they also…

Beth KnoxAugust 26, 2020