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Make eDelivery Enrollment Easier—Right in the Moment

Make eDelivery Enrollment Easier—Right in the Moment

Did you see this week's recent Field Notice introducing a new way to enroll clients…
April 9, 2026
Branch vs. Non-Branch: What You Actually Need to Know

Branch vs. Non-Branch: What You Actually Need to Know

Where You Work Matters More Than You Think Hopefully you've seen the recent Field Notice…
April 7, 2026
Advisory Fee Payments Coming Soon

Advisory Fee Payments Coming Soon

ADVISORY FEE PAYMENTS COMING SOON! Here are a few reminders and new information regarding upcoming…
April 7, 2026
ESI Office Will Be Closed Friday, April 3

ESI Office Will Be Closed Friday, April 3

The ESI office will be closed on Friday, April 3, in observance of Good Friday.…
April 2, 2026
SEC Activity Assessment Fee Update – Effective April 2026

SEC Activity Assessment Fee Update – Effective April 2026

We are sharing an important regulatory update regarding the SEC Section 31 Activity Assessment Fee,…
April 2, 2026
Postmark Changes and IRA Contribution Deadlines

Postmark Changes and IRA Contribution Deadlines

As we approach the tax filing deadline, we want to make you aware of an…
April 2, 2026
You Are Invited: Grow Your Practice with Intention and Efficiency

You Are Invited: Grow Your Practice with Intention and Efficiency

Grow Your Practice with Intention and Efficiency Panel Discussion with ESI and Strategic Partners AssetMark, Allianz,…
April 2, 2026
Elite Symposium San Diego: A Sneak Peak of the Agenda

Elite Symposium San Diego: A Sneak Peak of the Agenda

Here’s a first look at what’s taking shape in San Diego: Mainstage moments designed to…
March 27, 2026
Suitability Spotlight: Class A Share Redemptions

Suitability Spotlight: Class A Share Redemptions

Key Considerations for Client Best Interest Recently, we’ve observed an increase in redemptions of Class…
March 26, 2026
Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds

Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds

Touchstone will be updating the model allocation to incorporate exchange-traded funds (ETFs), which will replace…
March 26, 2026
Turn April Into Opportunity: Three Conversations Your Clients Are Ready For

Turn April Into Opportunity: Three Conversations Your Clients Are Ready For

April Is Financial Literacy Month — Turn Awareness Into Action April isn’t just a busy…
March 26, 2026
Continuing Education is moving to Quest CE!

Continuing Education is moving to Quest CE!

Effective April 1, 2026, Equity Services, Inc. will transition its continuing education and training platform…
March 19, 2026