Beth Knox – Page 74 – Equity Services, Inc

Operations

Changes to the Wealthscape Investor Platform

Changes to the Wealthscape Investor platform On March 19, 2021, Fidelity Investments (Fidelity) will introduce changes to the Wealthscape Investor platform. This refreshed design…

Beth KnoxMarch 17, 2021

Advisory Solutions

PMC Capital Markets Assumptions

PMC Capital Markets Assumptions and Asset Class Portfolios Update COMING SOON to the Envestnet PlatformOn the weekend of March 26th, 2021, the updated Capital Markets Assumptions…

Beth KnoxMarch 17, 2021

Compliance & Licensing

American Funds SIMPLE Plus and ADV Updates!

American Funds SIMPLE Plus Plan Recently, American Funds introduced an innovation to their SIMPLE IRA platform: the SIMPLE Plus plan. This new platform allows…

Beth KnoxMarch 17, 2021

Advisory Solutions

Illuminations 2.0 Tips and Tricks: Goal Modifications

New Business Proposal and Goal Modification Proposal Process ESI Illuminations 2.0 changes the playing field by introducing bundled pricing to the platform. For new…

Beth KnoxMarch 17, 2021

Operations Technology

Docupace Start: Moving from Instructional to Intuitive

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. Within the coming weeks, ESI will…

Beth KnoxMarch 9, 2021

Advisory Solutions

Brinker Capital Wants to Help You Differentiate Your Business

Brinker Capital has new resources and news to share, so look for emails from them over the next few weeks as they reintroduce their…

Beth KnoxMarch 9, 2021

Operations Technology

Check Image Display in Wealthscape/Wealthscape Investor History Page

On March 12, 2021, Wealtscape and Wealthscape Investor users will be able to view, print and save Integrated Cashiering Platform (ICP) disbursement check images.…

Beth KnoxMarch 9, 2021

Advisory Solutions Product

Product Updates from Russell Investments

From Russell Investments:Important Information: Annual prospectus update, Core Model Strategies and LifePoints® Funds reallocations, liquidation of two RIC funds, and manager changes in two…

Beth KnoxMarch 9, 2021

Compliance & Licensing

Explicit Hold Recommendation Requirements

In June of 2020, ESI updated its Written Supervisory Procedures (WSPs) to accommodate heightened regulatory scrutiny due to comply with the requirements of Regulation…

Beth KnoxMarch 9, 2021

Training

Have you dialed into our monthly field calls?

Have you been keeping up with your peers? We’ve been running our Rep Insights call series for over six months now, full of rich…

Beth KnoxMarch 2, 2021