ESI Registered Reps and Advisors
Insights
Most Recent
What’s New on FMAX: Key Enhancements to Boost Efficiency and Advisor Control
What’s New on FMAX: Key Enhancements to Boost Efficiency and Advisor Control
Make eDelivery Enrollment Easier—Right in the Moment
Make eDelivery Enrollment Easier—Right in the Moment
Branch vs. Non-Branch: What You Actually Need to Know
Branch vs. Non-Branch: What You Actually Need to Know
Advisory Solutions
What’s New on FMAX: Key Enhancements to Boost Efficiency and Advisor Control
What’s New on FMAX: Key Enhancements to Boost Efficiency and Advisor Control
Branch vs. Non-Branch: What You Actually Need to Know
Branch vs. Non-Branch: What You Actually Need to Know
Advisory Fee Payments Coming Soon
Advisory Fee Payments Coming Soon
Compliance & Licensing
SEC Activity Assessment Fee Update – Effective April 2026
SEC Activity Assessment Fee Update – Effective April 2026
Suitability Spotlight: Class A Share Redemptions
Suitability Spotlight: Class A Share Redemptions
Continuing Education is moving to Quest CE!
Continuing Education is moving to Quest CE!
Incentives
Elite Symposium San Diego: A Sneak Peak of the Agenda
Elite Symposium San Diego: A Sneak Peak of the Agenda
Now Available: 2026 Incentives & Growth Opportunities Flyer
Now Available: 2026 Incentives & Growth Opportunities Flyer
Circle of Excellence: Setting the Standard
Circle of Excellence: Setting the Standard
Operations
Postmark Changes and IRA Contribution Deadlines
Postmark Changes and IRA Contribution Deadlines
Suitability Spotlight: Class A Share Redemptions
Suitability Spotlight: Class A Share Redemptions
New Date of Death Valuation Service Now Available
New Date of Death Valuation Service Now Available
Product
Suitability Spotlight: Class A Share Redemptions
Suitability Spotlight: Class A Share Redemptions
Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds
Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds
Future Standard – FS Credit REIT Product Discussion
Future Standard – FS Credit REIT Product Discussion
Prospecting & Marketing
Turn April Into Opportunity: Three Conversations Your Clients Are Ready For
Turn April Into Opportunity: Three Conversations Your Clients Are Ready For
The Advisor of 2026: Evolving with Purpose
The Advisor of 2026: Evolving with Purpose
Client Questionnaires Available in CoBrand on Demand
Client Questionnaires Available in CoBrand on Demand
Strategic Partners
Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds
Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds
Future Standard – FS Credit REIT Product Discussion
Future Standard – FS Credit REIT Product Discussion
The Advisor of 2026: Evolving with Purpose
The Advisor of 2026: Evolving with Purpose
Technology
Make eDelivery Enrollment Easier—Right in the Moment
Make eDelivery Enrollment Easier—Right in the Moment
ESI Commissions Portal (ACE) Maintenance
ESI Commissions Portal (ACE) Maintenance
Client Questionnaires Available in CoBrand on Demand
Client Questionnaires Available in CoBrand on Demand
Training
You Are Invited: Grow Your Practice with Intention and Efficiency
You Are Invited: Grow Your Practice with Intention and Efficiency
Continuing Education is moving to Quest CE!
Continuing Education is moving to Quest CE!
Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma