Mallorie Manosh – Page 5 – Equity Services, Inc

Reminder: 2nd Quarter 2024 Alternative Mutual Fund Lists are Available

Alternative mutual funds are screened based on various due diligence criteria. To assist with what funds may be purchased, there is an Alternative Mutual…

Mallorie ManoshAugust 14, 2024

Firm Update

Register for August 15th ESI Senior Leadership Field Update

Mark your calendars and register for an update from ESI’s Senior Leadership Team on August 15th at 1:00 pm EDT. This call is part…

Mallorie ManoshAugust 6, 2024

Incentives

Here’s How to Get Reimbursed for Your Exam Prep

Supporting our reps in their professional development as financial services professionals is something ESI is deeply committed to. We offer reimbursement for exam preparation…

Mallorie ManoshJuly 23, 2024

Best Practices Prospecting & Marketing

New Marketing Tools: The Client Fact Finder and Risk Questionnaire

In the fast-paced world of financial advising, having the right tools at your fingertips can make all the difference. To support advisors in delivering…

Mallorie ManoshJuly 23, 2024

Best Practices Prospecting & Marketing

Enhance Your Financial Planning & Consulting Services with ESI’s New Process and Resources

ESI launched a new Financial Planning and Consulting process designed to enhance our IAR's ability to provide these services. The new process offers more…

Mallorie ManoshJuly 16, 2024

Strategic Partners

Envestnet Announces $4.5 Billion Take-Private Transaction with Bain Capital

In a release on July 11th, Envestnet announced that it has entered into a definitive agreement to be acquired by Bain Capital for $4.5…

Mallorie ManoshJuly 16, 2024

Technology

Reminder – Fidelity Investments Announcement for End Investment Users: Multi-Factor Authentication Effective July 11th

As part of Fidelity’s continued work to protect clients, an additional layer of security will be turned on to help mitigate the risk of…

Mallorie ManoshJuly 9, 2024

Technology

Docupace Upgrade: Greater Efficiency with Direct Business Items

Docupace New Account Widget Update – Work Item Sync for Direct Business We are excited to announce a significant update to our Docupace system…

Mallorie ManoshJuly 9, 2024

Operations

Field Notice: Worthless Security Transactions

ESI has developed a process to assist Brokerage account customers in handling worthless securities. This process aims to help customers declare losses on these…

Mallorie ManoshJuly 9, 2024

Advisory Solutions Best Practices

Did You Know? Strengthening Your Advisory Services with Dedicated Sales Support

As part of our ongoing commitment to supporting your success, we offer a range of sales support services designed to optimize your practice and…

Mallorie ManoshJuly 9, 2024