Beth Knox – Page 4 – Equity Services, Inc

Staying the Course Amid Market Forecasts

Staying the Course Amid Market Forecasts As financial professionals, understanding and utilizing market forecasts can significantly influence our strategies and client advice. However, with…

Beth KnoxJanuary 8, 2025

Best Practices

Start the Year Right with an Investment Strategy Review

Start the Year Right with an Investment Strategy Review Why January is the Perfect Time to Review Your Investment Strategy With the new year…

Beth KnoxJanuary 8, 2025

Firm Update

U.S. Stock Market will be Closed January 9th in Observance of a National Day of Mourning

The U.S. Stock Market, including the Nasdaq and New York Stock Exchange, will be closed on Jan. 9, in observance of a National Day…

Beth KnoxDecember 31, 2024

Advisory Solutions

Happy Holidays from ESI!

As we approach the end of another remarkable year, we want to extend our sincere thanks for your hard work and unwavering commitment. Your…

Beth KnoxDecember 17, 2024

Advisory Solutions

Register Now for the March 2025 Business Development Conference – Don’t Miss Out!

Are you ready to take your business to the next level? If you haven’t registered yet for the highly anticipated 2025 Business Development Conference,…

Beth KnoxDecember 17, 2024

Advisory Solutions Compliance & Licensing

Reminder: Field Notice 2024-21: Investment Policy Exception Report Updates

Effective January 1st, 2025, ESI Financial Advisors (“EFA”) will change their notification process for accounts identified as being in violation of one or more…

Beth KnoxDecember 12, 2024

Operations Product

Bitcoin ETFs Now Available

Bitcoin ETFs are now available on an unsolicited basis only in brokerage accounts. Please see this disclosure form (Digital Assets Disclosure Form) for additional…

Beth KnoxDecember 4, 2024

Firm Update Training

Quick Access to the ESI Home Office Organizational Chart

As always, we want to make sure that you have easy access to the resources and support you need to serve your clients effectively.…

Beth KnoxDecember 3, 2024

Advisory Solutions Training

Coming Soon: Updates to Client Reviews in Illuminations!

Documenting your annual client reviews is about to get even easier! Beginning December 16, 2024, client reviews will be updated with a new look…

Beth KnoxDecember 3, 2024

Strategic Partners Training

Exclusive Envestnet Event: High-Net-Worth Symposium

On January 15th, Envestnet will host Engage 2025: High-Net-Worth Symposium. From Envestnet: "We are excited to invite you to an exclusive in-person workshop designed…

Beth KnoxDecember 3, 2024