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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
Webinar: Mid-Year Market Review: Maple Capital
Webinar: Mid-Year Market Review: Maple Capital

Webinar: Mid-Year Market Review: Maple Capital

Mid-Year Market Review: Maple Capital Tuesday, June 17th, 2025 | 4:00PM ET Register Don't miss…
June 11, 2025
Unlock Your Practice’s Full Potential with Truelytics by Envestnet
Unlock Your Practice’s Full Potential with Truelytics by Envestnet

Unlock Your Practice’s Full Potential with Truelytics by Envestnet

We’re excited to announce that Truelytics is now available — at no cost — to all ESI representatives! Truelytics is…
June 5, 2025