Mallorie Manosh – Equity Services, Inc

New! Automate Follow-Ups with Calendly + Outlook Workflows

Scheduling a meeting is only the first step. Now you can automate what happens next. ESI is pleased to announce an enhancement to our Calendly scheduling…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

Updates to EFA Planning & Consulting: What Advisors Need to Know

We’ve made a few updates to the EFA Planning and Consulting program to provide greater clarity, smoother pricing transitions, and more consistent guidance for…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

Guided Choice UMA: A Simpler, Smarter Way to Manage Client Portfolios

We're excited to introduce Guided Choice, a next-generation Unified Managed Account (UMA) solution available within Illuminations powered by FMAX. Guided Choice is designed to…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

FMAX Is Here: Illuminations Enters Its Next Chapter

It’s here. This weekend, ESI and Fidelity successfully completed the conversion from Envestnet to the FMAX platform—marking a major milestone in the evolution of…

Mallorie ManoshJanuary 29, 2026

Compliance & Licensing Firm Update

ESI Expands Digital Communication: WhatsApp Now Approved

Now Available: WhatsApp for Compliant Business Messaging At ESI, we’re continually evolving to meet advisors and clients where they are—while maintaining the highest standards…

Mallorie ManoshJanuary 27, 2026

Advisory Solutions Market Updates Strategic Partners Training

Helping Clients Stay Invested with Maple Capital Market Outlook

A Maple Capital Market Outlook Tuesday, February 3rd, 2026 | 2:00PM ET Join ESI and strategic partner Maple Capital as we look ahead to 2026. This…

Mallorie ManoshJanuary 27, 2026

Firm Update Operations

A Clear View of Your ESI Home Office Team

At ESI, relationships are at the center of everything we do—and that starts with making it easy to connect with the right people, at…

Mallorie ManoshJanuary 27, 2026

Advisory Solutions

FMAX Is More Than a Platform Upgrade—It’s a Support Upgrade

Big enhancements are coming to Illuminations next week. While improved pricing and expanded capabilities matter, one of the most meaningful upgrades may be the…

Mallorie ManoshJanuary 21, 2026

Incentives

Circle of Excellence: Setting the Standard

Congratulations to our Circle of Excellence—the top 25 financial professionals at ESI, recognized based on last year’s GDC performance. This is a distinct honor,…

Mallorie ManoshJanuary 15, 2026

Incentives

Elite Recognition. Record-Breaking Results.

ESI is thrilled to unveil our Elite Symposium Qualifiers. Congratulations are in order for our Elite Symposium qualifiers—a group that continues to raise the…

Mallorie ManoshJanuary 15, 2026