Skip to main content

All Posts

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
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
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
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