Mallorie Manosh – Page 10 – Equity Services, Inc

ESI Ticket Charges in Non-Managed Brokerage Accounts

What is a “Ticket Charge”? A ticket charge in a brokerage account is a fee applied for executing trades, such as buying or selling…

Mallorie ManoshMay 13, 2025

Advisory Solutions

Now Available: Illuminations’ Q1 Fund Strategist & SMA Portfolio Performance Comparison

The 2025 Q1 Fund Strategist and SMA Portfolio Performance Comparison is now available on the Illuminations platform under the Advisor Announcements section on your…

Mallorie ManoshMay 8, 2025

Operations

Enhanced Workflow for Maple Case Design & Paperwork Processing

EFFECTIVE MONDAY May 12th 2025 We're excited to share updates to the Maple Capital paperwork workflow that will enhance clarity, efficiency, and overall experience…

Mallorie ManoshMay 8, 2025

Best Practices Prospecting & Marketing Technology

Why You Can’t Afford to Miss This Webinar: “Creating a Strong Online Identity”

In today’s digital-first world, your online presence isn't just an accessory to your practice—it’s a vital part of your brand. Whether you're growing your…

Mallorie ManoshMay 6, 2025

Training

Stay Ahead with ESI’s On-Demand Learning Library and Live Training Calendar

Register now for May sessions—before your calendar fills up! At ESI, we’re committed to supporting your growth, development, and success—on your schedule. That’s why…

Mallorie ManoshApril 24, 2025

Prospecting & Marketing

Coming Soon: A Smarter, Streamlined Marketing Experience

We’re excited to announce a major upgrade to your marketing toolkit. Starting May 19, our trusted partner FMG Suite will roll out a ESI's…

Mallorie ManoshApril 24, 2025

Prospecting & Marketing Training

Creating a Strong Online Identity: Building Your Brand Webinar

Register for Our Webinar: Creating a Strong Online Identity – Building Your Brand, hosted by ESI and our partner, Hearsay Social. In today’s digital…

Mallorie ManoshApril 24, 2025

Product

Alternative Mutual Funds Lists – Updated

The 1st quarter 2025 alternative mutual fund lists, Approved, Watch and Restricted are now available. Additional details on each list and the training requirements…

Mallorie ManoshApril 24, 2025

Firm Update Recruiting

ESI Ranks #1 For Broker Dealer Growth, Again

You are on a winning team! Equity Services, Inc., has once again been ranked #1 among Broker-Dealers for Total Sales Deposits Growth with a…

Mallorie ManoshApril 9, 2025

Firm Update Operations

Advisory Fee Payments Coming Soon

Here are some important reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly advisory fees are typically billed to…

Mallorie ManoshApril 9, 2025