Mallorie Manosh – Page 3 – Equity Services, Inc

Reminder: Illuminations Blackout Period Happening Now

As a reminder, ESI Illuminations will be transitioning from Envestnet to FMAX on Jan 24. To support the smooth migration of approximately 11,000 accounts,…

Mallorie ManoshJanuary 14, 2026

Firm Update Incentives

Where Top Performance Takes You: Elite Symposium 2027

Welcome to the Lowcountry We’re pleased to announce the destination for the 2027 ESI Elite Symposium. From May 16–20, 2027, ESI’s top financial professionals…

Mallorie ManoshJanuary 13, 2026

Technology

Decommission of Open/Unrealized Positions Page in Wealthscape

Effective January 16, 2026, the Open/Unrealized Positions view will no longer be available when viewing individual accounts in Wealthscape. At that time, the enhanced…

Mallorie ManoshJanuary 13, 2026

Advisory Solutions

Built for Advisor Choice: The Strategists and Managers on ESI Illuminations, FMAX

As part of our continued investment in delivering a modern, flexible advisory experience, ESI is pleased to share an updated ESI Illuminations Strategist &…

Mallorie ManoshJanuary 13, 2026

Firm Update

A Record-Breaking Year, Built Together

As we come to the close of another record-breaking year, we wanted to take a moment to reflect on everything that made 2025 such…

Mallorie ManoshDecember 30, 2025

Prospecting & Marketing Strategic Partners Training

Make 2026 the Year Seminars Finally Work

2026: The Year Seminars Become a Growth Strategy—Not a Gamble Seminars remain one of the most powerful ways to grow your practice but only…

Mallorie ManoshDecember 23, 2025

Training

Investment Camp 101 & 201

Master the Fundamentals. Scale with Confidence. Whether you’re brand new to investments or ready to sharpen your edge, ESI’s Investment Camp Series gives you…

Mallorie ManoshDecember 22, 2025

Advisory Solutions

2026 Kick Off with Alex David and ESI Leadership Team

Join us to kick off 2026 and meet our new leader, Alex David! After an incredible 2025, we’re ready to kick off 2026 even…

Mallorie ManoshDecember 22, 2025

Advisory Solutions Firm Update

Illuminations Advisory Fee Payments: 5 Things to Know

Q1 2026 | Envestnet → FMAX Transition As we prepare to transition the Illuminations advisory platform from Envestnet to FMAX in Q1 2026, we…

Mallorie ManoshDecember 22, 2025

Incentives

December 2025 ESI Leaderboard Rankings

The race to qualify for the Elite Symposium 2026 in San Diego is heating up! Here are the Leaderboard results for all 5 ways…

Mallorie ManoshDecember 17, 2025