Beth Knox – Page 74 – Equity Services, Inc

Now Live! Separate Accounts in ESI Illuminations

Separately Managed Accounts are now available in a Unified Managed Account, on the ESI Illuminations Platform. For clients with $150,000 or more to invest,…

Beth KnoxJune 2, 2021

Operations Technology

Coming Monday: Docupace Start – the Next Generation of Account Opening

The introduction of Docupace Starting Point provided forms bundles based on simple questions about the business you’re submitting. On Monday, ESI will be announcing…

Beth KnoxJune 2, 2021

Advisory Solutions

Update to Financial Planning/Financial Consulting Fees

Field Notice 2021-15Effective July 1, 2021, ESI Financial Advisors (“EFA”) will allow advisors to collect up to 100% of financial planning/consulting fees in advance. …

Beth KnoxJune 2, 2021

Advisory Solutions

CLS to Leave ESI Illuminations

CLS Investments is leaving the Envestnet Platform. CLS Investments has notified Envestnet they no longer want to participate as a Third-Party Strategist on the…

Beth KnoxMay 25, 2021

Advisory Solutions

Separately Managed Accounts Coming Soon to ESI Illuminations!

Separately Managed Accounts will soon be available in a Unified Managed Account, on the ESI Illuminations Platform! For clients with $150,000 or more to…

Beth KnoxMay 25, 2021

Prospecting & Marketing

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