Mallorie Manosh – Equity Services, Inc

Technology

Zocks Is Now Available at ESI

Spend less time on meeting administration—and more time with your clients. Zocks, an AI-powered assistant built specifically for financial professionals, is now available to…

Mallorie ManoshOctober 6, 2026

Compliance & Licensing Firm Update Operations Technology

New Docupace Workflow Simplifies Due Diligence and Marketing Reimbursement Submissions

Marketing Reimbursements, Training Attendee Certifications, and Day Meeting Offeror Certifications can now be submitted directly to ESI Compliance through Docupace. Instead of emailing forms…

Mallorie ManoshOctober 1, 2026

Advisory Solutions Strategic Partners Technology

FMAX Investment Strategy Proposal Enhancements Coming October 2

Effective October 2, Fidelity to introduce an enhanced Investment Strategy Proposal (ISP) experience within FMAX The updated ISP is designed to provide a more…

Mallorie ManoshOctober 1, 2026

Best Practices Operations

Seasonal Address Changes… and what the heck is Snowliage?

At the time of writing this, it’s a brisk 28 degrees here in Montpelier — which can only mean one thing: snow is on…

Mallorie ManoshOctober 1, 2026

Advisory Solutions

Advisory Fee Payments Coming Soon

Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are…

Mallorie ManoshOctober 1, 2026

Prospecting & Marketing

Help Clients Turn Retirement Goals Into a Plan

Two Tools to Help You Start Better Retirement Conversations Retirement planning starts with more than a target age or account balance. It starts with…

Mallorie ManoshSeptember 17, 2026

Firm Update

ESI Unveils APEX 2027 at BDC

ESI’s national growth conference is getting a new name, a new location and an even bigger commitment to your growth. Last week, ESI financial…

Mallorie ManoshSeptember 16, 2026

Firm Update Product

Delaware Life –Pause on New Sales

Effective immediately, ESI is pausing new sales of the Delaware Life TruePath Income Fixed Indexed Annuity. ESI is taking this action after Delaware Life…

Mallorie ManoshSeptember 16, 2026

Firm Update Technology

Introducing Wealthbox: A Modern CRM, Now Available Through ESI

We’re excited to announce that Wealthbox, a modern, advisor-focused CRM platform, is now available to ESI financial professionals and advisors. The addition of Wealthbox…

Mallorie ManoshSeptember 14, 2026

Compliance & Licensing Operations

2026 Supervisors Forum: Strengthening Supervision Through Real-World Learning

ESI supervisors recently gathered in Addison, Texas, for the 2026 Supervisors Forum—an opportunity to strengthen supervisory practices, exchange perspectives and sharpen the skills needed…

Mallorie ManoshSeptember 3, 2026