All Posts

Plan Ahead for the ESI Business Development Conference

Plan Ahead for the ESI Business Development Conference

Business Development Conference 2026 is on the horizon—save the date for ESI’s premier growth-focused event…
May 27, 2026
Save The Date for ESI’s Business Development Conference

Save The Date for ESI’s Business Development Conference

At Elite Symposium, ESI’s annual awards and recognition trip, one idea came through loud and…
May 19, 2026
The Race to Charleston Is On

The Race to Charleston Is On

Did you know that Charleston, South Carolina once legally protected buzzards because they kept the…
May 19, 2026
A Better Way to Submit Cash Management Instructions in FMAX

A Better Way to Submit Cash Management Instructions in FMAX

 New Capability in FMAX Advisors can now establish DCA and Protect Cash instructions directly within…
May 19, 2026
Grow Your Practice with ESI Investment Camp 201

Grow Your Practice with ESI Investment Camp 201

In a business where differentiation matters more than ever, the most successful ESI financial professionals…
May 13, 2026
ESI, NYSE, and NASDAQ will be Closed on Monday, May 25th, Memorial Day

ESI, NYSE, and NASDAQ will be Closed on Monday, May 25th, Memorial Day

ESI will be closed Monday May 25th in observance of Memorial Day. We will re-open…
May 13, 2026
Updated Guidance: Mutual Fund Platform Fee Disclosure Requirements

Updated Guidance: Mutual Fund Platform Fee Disclosure Requirements

We are re-issuing this notice originally circulated in 2025 to ensure you have the most…
May 12, 2026
Top 5 Ways Financial Advisors Can Increase Referrals

Top 5 Ways Financial Advisors Can Increase Referrals

Referrals remain one of the most effective and trusted ways for financial advisors to grow…
May 5, 2026
Jared Vachon Joins ESI as Senior Investment Product Management Associate

Jared Vachon Joins ESI as Senior Investment Product Management Associate

Jared Vachon has joined ESI as Senior Investment Product Management Associate, where he focuses on…
May 5, 2026
Completing the NFS Suitability Section: Guidance for Accuracy and Consistency

Completing the NFS Suitability Section: Guidance for Accuracy and Consistency

The NFS Application requires capturing a wide range of client data points. We recognize that…
May 5, 2026
Elite Symposium 2026: Built to Last

Elite Symposium 2026: Built to Last

Elite Symposium has always been a celebration of extraordinary performance—bringing together ESI’s top advisors and…
April 30, 2026
Celebrating Excellence: Recognizing Our 2025 Award Winners

Celebrating Excellence: Recognizing Our 2025 Award Winners

Celebrating Excellence: Recognizing Our 2025 Award Winners At Elite Symposium 2026, we had the privilege…
April 30, 2026