Beth Knox – Page 59 – Equity Services, Inc

Operations

Wealthscape Investor: Addition of Extra Security to the New User Registration Process

In an ongoing effort to enhance platform security, new Wealthscape Investor users will now be able to register using extended security. They will select…

Beth KnoxNovember 16, 2021

Advisory Solutions

Now Available on ESI Illuminations: Separately Managed Accounts (SMAs)

Having Separate Account Managers available on the Illuminations Platform means Advisors, as the General Manager of the Investment Team, now have access to third-…

Beth KnoxNovember 16, 2021

Compliance & Licensing Operations

Coming Soon for IARs! Documenting Annual Client Contact in Starting Point/Docupace

We heard your feedback regarding documenting your Annual Client Contacts and have made the process easier within Docupace/Starting Point. Beginning November 29th, you will…

Beth KnoxNovember 16, 2021

Incentives

Mark Vosk Hits $1 Million of GDC!

We knew it was coming – and the milestone has been hit! Mark Vosk reached $1 Million of GDC at the end of last…

Beth KnoxNovember 9, 2021

Advisory Solutions Strategic Partners

November 2021 Fixed Income Commentary from Maple Capital

Bond yields were in flux in October, pricing in a more aggressive path of Fed rate hikes in the process. As a result, the broad…

Beth KnoxNovember 9, 2021

Operations Product

Offer More Value to Your Clients with The Premiere Select Health Savings Account (HSA)

What is an HSA? An HSA gives individuals the flexibility to manage today's qualified medical expenses and plan, save, and invest for future health care…

Beth KnoxNovember 9, 2021

Advisory Solutions

City National Rochdale Now Closed to New Accounts

Effective immediately, ESI will close all investment portfolios managed by City National Rochdale (“CNR”) to new business. This includes via AssetMark, SEI and directly…

Beth KnoxNovember 2, 2021