Beth Knox – Page 84 – Equity Services, Inc

New Data Feeds Available in Star Compliance

ESI has added data feeds from the following firms to its list of available feeds through Star Compliance: Davenport and CompanyKestra Investment ServicesRobinhood Financial…

Beth KnoxAugust 18, 2020

Prospecting & Marketing

We’ve Updated Our Investment Evolution Marketing Campaign!

Purpose of the Campaign – Market Yourself and Build Your Investment Business This campaign is designed to help you market yourself and your services…

Beth KnoxAugust 11, 2020

Operations

Did you notice the Replacement for Wealthscape Planning Calculators?

On June 30, 2020, the Planning Calculators currently available on Wealthscape and Wealthscape Investor were retired by the vendor and are no longer be…

Beth KnoxAugust 11, 2020

Technology

Mange Your Business with Investigo

What can Investigo do? Investigo is ESI’s only approved consolidated statement provider. In addition to consolidated statements Investigo also includes held away data aggregation,…

Beth KnoxAugust 11, 2020

Training

Don’t Miss Any of the August Training We Still Have Lined Up for You!

Rep Insights – A Conversation with Mark VoskThursday August 20, 2020 – 2:30 PM EDT (11:30 AM PDT)CLICK HERE TO REGISTER We are very…

Beth KnoxAugust 11, 2020

Advisory Solutions

Morningstar: How to Create Cashflows in Retirement

It’s something that even casual market observers know well: Yields on bonds and cash have been going down, largely unabated, for almost three decades.…

Beth KnoxAugust 11, 2020

Advisory Solutions

Updated Illuminations Strategists Performance Snapshots for Q2 2020

To help you review the strategist portfolios you’ve utilized for your clients and determine if there is something new and a better fit, performance snapshots of…

Beth KnoxAugust 4, 2020

Operations Technology

Q2 2020 PMC Strategic ETF Portfolios Quarterly Updates

“After record volatility and the quickest-ever decline into bear market territory during the first quarter, global equity markets roared back in the second quarter,…

Beth KnoxAugust 4, 2020

Compliance & Licensing Operations

UPDATE: Form CRS Acknowledgement Requirements

Field Notice 2020-27Field Notice 2020-23: Form CRS Acknowledgement, issued on 6/23/2020, discusses the instances when the new Acknowledgement of Form CRS Delivery is required.…

Beth KnoxAugust 4, 2020

Compliance & Licensing Operations

REMINDER: Annuities in Qualified Accounts

Field Notice 2020-28With the recent implementation of Regulation Best Interest, ESI is reminding reps that the use of annuities within qualified accounts is generally…

Beth KnoxAugust 4, 2020