Beth Knox – Page 38 – Equity Services, Inc

Best Practices Compliance & Licensing Operations Training

ESI’s 2022 Sentiment Survey Launches MONDAY!

Feedback is key for us to learn where our strengths are, where there is room for improvement, and how best to move forward with…

Beth KnoxSeptember 13, 2022

Advisory Solutions Best Practices

High Inflation Resources for Financial Advisors

Click Here to gather the latest insights from Fidelity's team of investment strategists and discover paths for financial advisors to take when addressing high…

Beth KnoxSeptember 6, 2022

Operations Technology

Redtail and Outlook, Together at Last!

Starting Monday September 19th you will be able to connect your @nlgroupmail.com email address with your Redtail CRM system. This connection will allow you…

Beth KnoxSeptember 6, 2022

Product

Important Notice: Touchstone Class C Reverse Stock Split

Important Notice from Touchstone Funds Reverse Stock Split of Certain Touchstone Fund’s Class C Shares Effective Date – after close of business October 14,…

Beth KnoxSeptember 6, 2022

Operations

Important Updates to the ESI Commission Grid

In 2019, ESI restructured our commission grid, creating a total of eight target production bands. This update helped provide achievable goals for our Registered…

Beth KnoxSeptember 6, 2022

Operations Strategic Partners

ESI’s 2022 Sentiment Survey is Launching September 19th!

Feedback is key for us to learn where our strengths are, where there is room for improvement, and how best to move forward with…

Beth KnoxSeptember 6, 2022

Training

Bear Market Rally or New Bull Market?

The S&P 500 index was up 9.11% in July, which has some market pundits suggesting that the bear market is over. Conversely, it seems…

Beth KnoxAugust 30, 2022

Technology

Investigo Enhancement – Signature Reports NOW Available on Nationwide Accounts

We are excited to announce a change in the reporting functionality with Investigo. Previously you were unable to include or run signature reports of…

Beth KnoxAugust 30, 2022

Operations

Market Closing Times for Labor Day 2022

In observance of Labor Day, Monday, September 5, all domestic equity and bond markets, as well as ESI, will be closed. TC128473(0822)1

Beth KnoxAugust 30, 2022

Incentives

Congratulations to Our 2023 EES Qualifiers!

In 2022 ESI qualifiers enjoyed the beautiful Utah mountains in Park City. In 2023 we’ll head further west and enjoy the surf and sand…

Beth KnoxAugust 30, 2022