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Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

This is a reminder that beginning today, July 15, 2026, the Bank Deposit Sweep Program (BDSP) will become…
July 15, 2026
Top 5 Referral Opportunities Advisors Often Overlook

Top 5 Referral Opportunities Advisors Often Overlook

When advisors think about referrals, it's easy to focus on asking for introductions. But in…
July 7, 2026
Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

Get Ready: New Best Interest Supplemental Worksheet for NFS Brokerage and ESI Illuminations Business

We are pleased to announce the release of an updated Best Interest Supplemental Worksheet (BISW)…
July 7, 2026
Multi Account Opening eSign Best Practices

Multi Account Opening eSign Best Practices

With the transition to FMAX earlier this year, ESI introduced the ability to open multiple…
July 1, 2026
Register Now: Bank Deposit Sweep Program Advisor Overview

Register Now: Bank Deposit Sweep Program Advisor Overview

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join…
July 1, 2026
New for 2026: Get Early Access to BDC

New for 2026: Get Early Access to BDC

If you've attended BDC before, you're used to arriving mid-afternoon in time for the welcome…
July 1, 2026
Advisory Fee Payments Coming Soon

Advisory Fee Payments Coming Soon

Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations…
July 1, 2026
Coming Soon: Bank Deposit Sweep Program

Coming Soon: Bank Deposit Sweep Program

We are pleased to announce an upcoming enhancement to our brokerage platform: the introduction of…
June 25, 2026
Stay Visible. Stay Connected. New Social Posts Available Now

Stay Visible. Stay Connected. New Social Posts Available Now

A fresh set of branded social media posts is now available through Hearsay Social and…
June 23, 2026
New Approved Lead Generation Solution: Planswell

New Approved Lead Generation Solution: Planswell

Finding qualified prospects and creating meaningful first conversations remains one of the biggest challenges facing…
June 17, 2026
Expanding Advisor Choice with Sammons Retirement Solutions

Expanding Advisor Choice with Sammons Retirement Solutions

More Solutions. More Choice. Meet ESI's Newest Strategic Partner. ESI is pleased to welcome Sammons…
June 17, 2026
Join Industry Leaders at the 2026 Business Development Conference

Join Industry Leaders at the 2026 Business Development Conference

REGISTER NOW Registration is open for ESI's 2026 Business Development Conference—an experience dedicated to helping…
June 9, 2026