Beth Knox – Page 67 – Equity Services, Inc

SmartAsset Now Available to IARs!

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Beth KnoxMay 25, 2021

Advisory Solutions Product

Morningstar Smart Investor: Top 15 Funds leading the Way on ESG

The ability to outperform traditional benchmarks while pursuing sustainability initiatives has often seemed an elusive goal for investors. Using the Morningstar Analyst Rating together…

Beth KnoxMay 25, 2021

Operations

ESI Closed Memorial Day – Phones Shut Down at 4pm ET 5/28

ESI phones will be shut down at 4pm ET on Friday May 28th and ESI will be closed in observance of the Memorial Day…

Beth KnoxMay 25, 2021

Advisory Solutions

Introducing Legg Mason

Legg Mason high net worth (HNW) portfolios are now available on the ESI Illuminations platform. Legg Mason HNW portfolios seek to deliver long-term…

Beth KnoxMay 18, 2021

Advisory Solutions

Coming Soon! Separate Accounts in ESI Illuminations

The next rollout for ESI Illuminations 2.0 is Separate Accounts. ESI Illuminations, now makes available Separately Managed Accounts. A Separately Managed Account describes a…

Beth KnoxMay 18, 2021

Advisory Solutions

SmartAsset Lead Generation Now Available to IARs

SmartAsset is an approved lead generation system that ESI Investment Advisor Representatives (IARs) can sign up for on a pay per lead basis. How…

Beth KnoxMay 18, 2021

Technology

Multifactor Authentication Coming to Investigo May 22nd

MFA is a common tool to protect information by making it harder for a hacker to nefariously access a client’s profile by requiring not…

Beth KnoxMay 18, 2021

Advisory Solutions Strategic Partners

Maple Capital May Fixed Income Commentary Now Available

“After rising for three straight months, bond yields declined a bit (9 to 12 basis points) in April. As in the prior months, most…

Beth KnoxMay 18, 2021

Prospecting & Marketing

Congratulations to Our 2021 ESI Circle of Excellence Members!

We’d like to congratulate our 2021 ESI Circle of Excellence* members! Comprised of our twenty-five top producers, based on 2020 production, membership in ESI’s…

Beth KnoxMay 10, 2021

Advisory Solutions

Important Date Change to Fund Class Conversion in PMC Flagship Portfolios

Envestnet PMC will be using lower cost share class mutual funds in their Flagship portfolios. These lower cost funds will be used with new…

Beth KnoxMay 10, 2021