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Register for “Meet the Strategists: Frontier Asset Management”
Register for “Meet the Strategists: Frontier Asset Management”
Register for “Meet the Strategists: Frontier Asset Management”
Mark your calendar and register here! ESI Meet the Strategists: Frontier Asset Management Thursday, July…
July 23, 2025
Upcoming Allianz Webinar: Client Perspectives
Upcoming Allianz Webinar: Client Perspectives
Upcoming Allianz Webinar: Client Perspectives
Join Mark Paulson, VP of Hedging at Allianz, on Tuesday, July 29th, for "Client Perspectives".…
July 23, 2025
2nd Quarter Alternative Mutual Funds Lists Updated
2nd Quarter Alternative Mutual Funds Lists Updated
2nd Quarter Alternative Mutual Funds Lists Updated
The 2nd quarter 2025 alternative mutual fund lists, Approved, Watch, and Restricted, are now available. …
July 23, 2025
Broadridge WAI Enhances the Held Away Data Integration Experience
Broadridge WAI Enhances the Held Away Data Integration Experience
Broadridge WAI Enhances the Held Away Data Integration Experience
We are excited to share that Broadridge Wealth Aggregation and Insights team has made several…
July 16, 2025
Get to know your ESI Brokerage Operations Service Team!
Get to know your ESI Brokerage Operations Service Team!
Get to know your ESI Brokerage Operations Service Team!
We’re excited to introduce the dedicated individuals behind the voices you hear every day. Our…
July 16, 2025
ESI Expands Approved List of Cryptocurrency-Based ETFs
ESI Expands Approved List of Cryptocurrency-Based ETFs
ESI Expands Approved List of Cryptocurrency-Based ETFs
ESI has now expanded the list of available cryptocurrency-based ETFs and the complete list of…
July 15, 2025
Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)
Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)
Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)
Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet…
July 14, 2025
Suitability Spotlight: Annuity Purchase & Exchange Disclosure Form Enhancements
Suitability Spotlight: Annuity Purchase & Exchange Disclosure Form Enhancements
Suitability Spotlight: Annuity Purchase & Exchange Disclosure Form Enhancements
You may have noticed that the Annuity Purchase and Exchange Disclosure (APED) has a new…
July 8, 2025
Advisory Fee Payments Coming Soon
Advisory Fee Payments Coming Soon
Advisory Fee Payments Coming Soon
Here are a few reminders regarding upcoming advisory fee payments from Illuminations and our Direct…
July 8, 2025
FinPro Facelift!
FinPro Facelift!
FinPro Facelift!
FINRA recently updated their rep-facing platform, FinPro, making it easier than ever for the user…
July 8, 2025
Microsoft is Ending Support for Windows 10! Is Your PC Ready for Windows 11?
Microsoft is Ending Support for Windows 10! Is Your PC Ready for Windows 11?
Microsoft is Ending Support for Windows 10! Is Your PC Ready for Windows 11?
Support for Windows 10 is ending on October 14, 2025. That may sound far off…
July 8, 2025
Welcome Kyle Marceau, ESI AVP, Advisory Sales
Welcome Kyle Marceau, ESI AVP, Advisory Sales
Welcome Kyle Marceau, ESI AVP, Advisory Sales
Equity Services, Inc. (ESI) is pleased to announce that Kyle Marceau has joined ESI and…
July 8, 2025
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