Mallorie Manosh – Page 4 – Equity Services, Inc

Client Questionnaires Available in CoBrand on Demand

Our Client Fact Finder and Risk Tolerance Questionnaire are designed to help you deepen client relationships and support your discovery conversations. Both pieces are…

Mallorie ManoshMarch 10, 2026

Compliance & Licensing Technology Training

Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice)

Live Training: Get Started with the Global Relay App (Text + WhatsApp + Voice) Following the recent announcement that WhatsApp is now approved for…

Mallorie ManoshFebruary 26, 2026

Incentives Prospecting & Marketing

Now Available: 2026 Incentives & Growth Opportunities Flyer

Our updated 2026 Incentives and Practice Management Opportunities flyer is now live and ready for you to explore. This annual resource brings together the…

Mallorie ManoshFebruary 26, 2026

Advisory Solutions

The 2026 Tax Reference Guide Is Here

Now Available to Order! The 2026 Tax Reference Guide is now available and is an excellent resource to support your client and prospect conversations. This two-page flyer is…

Mallorie ManoshFebruary 26, 2026

Firm Update

In the News: AD David Named 2026 Pathfinder Award Winner

In the News: AD David Named 2026 Pathfinder Award Winner We’re excited to share that Alex “AD” David, President & CEO of Equity Services,…

Mallorie ManoshFebruary 26, 2026

Product Strategic Partners

Touchstone Large Company Growth Fund to Reorganize to an ETF

The Touchstone Large Company Growth Fund will be reorganizing to an ETF. There will be no change to the investment goal, principal investment strategies,…

Mallorie ManoshFebruary 26, 2026

Compliance & Licensing Technology

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