Beth Knox – Page 3 – Equity Services, Inc

Operations

New Date of Death Valuation Service Now Available

Equity Services, Inc. is pleased to announce a new Date of Death (DOD) valuation service available through our clearing firm, National Financial Services (NFS).…

Beth KnoxMarch 17, 2026

Advisory Solutions Training

Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma

Upcoming ESI Hosted Webinar Assessing Market Impacts After the Iran Strikes Presenter: Paul Ma, VP and Lead Portfolio Strategist for Wealth Advisory & Portfolio…

Beth KnoxMarch 5, 2026

Product

Kansas Learning Quest Advisor 529 Plan – Changes to Direct

Effective March 30, 2026, the Learning Quest Advisor Program will consolidate into the direct sold Quest529 Education Savings Plan (Quest529). Prior to and in…

Beth KnoxFebruary 17, 2026

Operations

Updated Click-to-Agree Email Enhances eDelivery Enrollment Experience

We’re pleased to share an enhancement that will make it easier for clients to enroll in eDelivery. Fidelity is refreshing the Clearing Click-to-Agree email…

Beth KnoxFebruary 17, 2026

Training

ESI Investment Camp 101 Kicks Off Feb. 11th!

Investment Camp 101: Foundations of Investing Register Now Build a Strong Investment Core—Fast This 4-week virtual series promises an immersive dive into the world…

Beth KnoxFebruary 4, 2026

Operations

Equity Commission Alternate Schedule: When and How to Use It

Our firm’s default equity commission schedule is designed to cover the vast majority of client transactions. However, we recognize that some recommendations require additional…

Beth KnoxFebruary 4, 2026

Prospecting & Marketing

Modern Marketing Made Easy

You are invited to Our Exclusive Webinar Modern Marketing Made Easy: Build Your Brand, Grow Your Business with MarketingEdge, Powered By FMG Thursday |…

Beth KnoxFebruary 4, 2026

Prospecting & Marketing

Webinar: Build Your Brand, Grow Your Business

Webinar: Build Your Brand, Grow Your Business with MarketingEdge, Powered By FMG Thursday | February 12th | 12:00 PM Register Modern marketing made easy.…

Beth KnoxJanuary 21, 2026

Best Practices Operations

Now Available in Wealthscape: Roth Conversion Analyzer

The Brokerage and Advisory Operations area typically sees an influx of Roth conversion requests in tax deadline season. You now have access to a…

Beth KnoxJanuary 8, 2026

Compliance & Licensing Prospecting & Marketing

AdTrax Helpful Reminders

We recently marked the one-year anniversary of using AdTrax, and during this time, we've successfully reviewed 10,277 submissions. The Advertising Guidance Team (AGT) sincerely…

Beth KnoxJanuary 8, 2026