Beth Knox – Page 79 – Equity Services, Inc

Important Form CRS Notice

ESI recently amended its Form CRS (Client Relationship Summary) to remove the reference to specific revenue sharing arrangements, and, instead, refer customers to its…

Beth KnoxJanuary 5, 2021

Advisory Solutions Operations

Thank you

2020 hasn’t been an easy year, but as financial professionals, it’s a year we can all be proud of. TC118844(1220)1

Beth KnoxDecember 28, 2020

Technology

MoneyGuide Pro 2021 Update

MoneyGuide Pro, (MGP) will be updating the software to include several 2021 contribution, Estate, Social Security and Tax updates. These updates should occur on…

Beth KnoxDecember 28, 2020

Operations

Holiday Hours

The ESI phones will be shutting down at 4pm on Thursday December 31st and ESI will be closed Friday, January 1st in observance of…

Beth KnoxDecember 28, 2020

Advisory Solutions

Solving for Your Clients’ Income Needs

The Touchstone Income Strategy powered by ESI Illuminations is a managed portfolio of a combination of Touchstone Funds that are allocated to generate income…

Beth KnoxDecember 28, 2020

Operations

Year End Reminders

BROKERAGE OPERATIONS – IMPORTANT DATES Dec. 31, 2020Fidelity Clearing & Custody Fee Processing and Balance RemindersIn order for a client to avoid the $35…

Beth KnoxDecember 28, 2020

Advisory Solutions

Happy Holidays

Wishing you and your family a happy holiday season from all of us at Equity Services! TC118753(1220)1

Beth KnoxDecember 21, 2020

Advisory Solutions

Resources for the New Year: Tax-Conscious Investing

Quick Sales IdeaThe Investment Evolution campaign asks the simple question, "Has your investment strategy kept up with your life?". Tax-conscious investing is a great topic to use…

Beth KnoxDecember 21, 2020

Operations

Want to avoid a Beneficiary Headache? There’s a report for that.

There are numerous reports available in Wealthscape that can help manage operational aspects of your practice. This week, we will highlight the “Account Beneficiary…

Beth KnoxDecember 15, 2020

Advisory Solutions Prospecting & Marketing

We’ve Updated our ESI Illuminations Investor Profile Questionnaire!

The ESI Illuminations Investor Profile Questionnaire has been updated so that it is now available in multiple formats. When ordering through Merrill (catalog number…

Beth KnoxDecember 15, 2020