Beth Knox – Page 49 – Equity Services, Inc

Advisory Solutions

Come and Get It: ESI Illuminations Support Team Overview

Advisors using the ESI Illuminations Platform have an entire team of resources to help with everything from pre-sale to account operations. And we have…

Beth KnoxFebruary 23, 2022

Product

Touchstone Credit Opportunities Fund Name and Distribution Schedule Change

Touchstone Credit Opportunities Fund name changes to Touchstone Ares Credit Opportunities Fund. CLICK HERE FOR NOTICE CLICK HERE FOR SUPPLEMENT INFO TC125663(0222)1

Beth KnoxFebruary 23, 2022

Best Practices Operations

Check out These Docupace Tips!

We can’t help but notice a few things that may be adding time and frustration to your paperwork submission process, so we wanted to…

Beth KnoxFebruary 23, 2022

Incentives

We’ve Got Our Eyes Set on ESI Elite Symposium 2023

Congratulations again to everyone who qualified for the ESI Elite Symposium being held in Park City, Utah this June! If you didn’t qualify in…

Beth KnoxFebruary 23, 2022

Advisory Solutions

7 Charts on the Big CPI Rise, Fed Rate Hike Outlook

"Inflation pressures remained stubbornly high in January, keeping hopes for a peak in the upward pressure on prices on hold for now and setting…

Beth KnoxFebruary 15, 2022

Operations

ESI Closed on President’s Day

ESI will be closed on Monday, February 21st in observance of Presidents’ Day. The Markets will all be closed on this day. Normal hours…

Beth KnoxFebruary 15, 2022

Best Practices Training

ESI on the New Agent Website Portal

New Agent Portal – Home PageYou’ll find multiple shortcuts to all your business processing technology (Docupace, Wealthscape, etc.) and more on the Home page.…

Beth KnoxFebruary 15, 2022

Advisory Solutions

Slippery Conditions Ahead for Fixed Income

"Bond yields rose in January to start the year off in similar fashion to 2020. A year ago, the bond market was reacting to…

Beth KnoxFebruary 15, 2022

Compliance & Licensing

Important Reminder Regarding Education and Recommendations

In a previous communication, “What Does It Mean To Be A Fiduciary?”, under the latest change in the Department of Labor’s (DOL) interpretation of…

Beth KnoxFebruary 15, 2022

Best Practices

January 2022 is in The Books – Thank Goodness

While 2021 was an excellent year for the equities markets— the S&P 500 index returned an eye-popping 26.9%-- 2022 is off to a rocky…

Beth KnoxFebruary 9, 2022

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