Beth Knox – Page 7 – Equity Services, Inc

Product

Upcoming Allianz Webinar: Client Perspectives

Join Mark Paulson, VP of Hedging at Allianz, on Tuesday, July 29th, for "Client Perspectives". ESI Partner Allianz: Client Perspectives Tuesday, July 29, 2025…

Beth KnoxJuly 23, 2025

Product

2nd Quarter Alternative Mutual Funds Lists Updated

The 2nd quarter 2025 alternative mutual fund lists, Approved, Watch, and Restricted, are now available. Additional details on each list and the training requirements…

Beth KnoxJuly 23, 2025

Best Practices Compliance & Licensing

Suitability Spotlight: Annuity Purchase & Exchange Disclosure Form Enhancements

You may have noticed that the Annuity Purchase and Exchange Disclosure (APED) has a new look! We have enhanced almost every page (don’t worry,…

Beth KnoxJuly 8, 2025

Compliance & Licensing

FinPro Facelift!

FINRA recently updated their rep-facing platform, FinPro, making it easier than ever for the user to navigate and view personal securities related information. Updates…

Beth KnoxJuly 8, 2025

Advisory Solutions Firm Update

Welcome Kyle Marceau, ESI AVP, Advisory Sales

Equity Services, Inc. (ESI) is pleased to announce that Kyle Marceau has joined ESI and the Business Development Team as ESI AVP, Advisory Sales.…

Beth KnoxJuly 8, 2025

Training

Webinar: Mid-Year Market Review: Maple Capital

Mid-Year Market Review: Maple Capital Tuesday, June 17th, 2025 | 4:00PM ET Register Don't miss our Mid-Year Market Review, presented by the seasoned analysts…

Beth KnoxJune 11, 2025

Best Practices Operations Prospecting & Marketing Technology Training

Check for Recent Email: “Your Exclusive Invitation” from Truelytics/Envestnet

Please check your email from Friday, June 6th, for an email titled "Your Exclusive Invitation!". Truelytics by Envestnet recently sent a welcome email to…

Beth KnoxJune 10, 2025

Advisory Solutions Training

Join ESI’s Meet the Strategists Session: Northern Trust

ESI Meet the Strategists: Northern Trust Tuesday, Jun 10, 2025, 4:00 PM ET Register Join us for another engaging installment of our "Meet the…

Beth KnoxMay 27, 2025

Product Training

Upcoming Webinar: Mid-Market Outlook and Fixed Income Products – AAM

ESI Partner AAM: Mid-Market Outlook and Fixed Income Products Thursday, Jun 5, 2025 4:00 PM ET Register Join us for an exclusive webinar call…

Beth KnoxMay 27, 2025

Best Practices Training

Are You Engaging Current Clients and the Next Generation?

Upcoming Webinar Presented by AssetMark: Capturing and Retaining Assets: Engaging Current Clients and the Next Generation Tuesday, June 3rd, 2025, 4:00PM ET Register Join…

Beth KnoxMay 27, 2025