Mallorie Manosh – Page 5 – Equity Services, Inc

Possible Impact to ACH Payments with PNC Bank Policy Change

Earlier this week, AdvicePay shared a courtesy notice regarding a recent policy change from PNC Bank that may affect ACH payments across all payment…

Mallorie ManoshSeptember 15, 2025

Best Practices Operations Product

Clear Conversations: Setting the Right Expectations for FIAs and RILAs

As financial professionals, our credibility comes from being clear, accurate, and client-focused. One area where we can make a big impact is how we…

Mallorie ManoshSeptember 15, 2025

Firm Update

Strengthening Our Future Together – Important Updates to 2026 Fees & Compensation

At ESI, our commitment has always been to provide you with the best platform, technology and support to help grow your business and serve…

Mallorie ManoshSeptember 15, 2025

Best Practices Firm Update

Tips for a Smooth 2026 Annual Renewal Process

As we approach year-end, it’s time to prepare for the 2026 Annual Renewal process. Below are the important dates and steps to make sure…

Mallorie ManoshSeptember 8, 2025

Product Strategic Partners

Introducing Our First Alternative on iCapital: AMG Pantheon Private Equity Fund

We’re excited to announce the introduction of the AMG Pantheon Private Equity Fund — the first alternative investment now available on ESI’s new iCapital…

Mallorie ManoshAugust 20, 2025

Training

Advance Your Practice with Investment Camp 201

Investment Camp 201: The Next Step in Your Growth Journey Sponsored by ESI Business Development, the Advisor Ascend Series is part of our Investment…

Mallorie ManoshAugust 19, 2025

Firm Update Strategic Partners

Notice of Allianz Data Security Incident

Allianz has informed ESI that, on/about July 16, 2025, a malicious threat actor gained access to a cloud-based system it uses. Certain personal information…

Mallorie ManoshAugust 18, 2025

Firm Update

ESI Announces Strategic Partnership with Summit Global Investments

Equity Services Inc. (ESI) is proud to welcome Summit Global Private Wealth—a team of financial professionals affiliated with Summit Global Investments (SGI)—to our growing…

Mallorie ManoshAugust 6, 2025

Best Practices Firm Update Operations

Improving Processing Times and Reducing NIGOs

We’re making a few important updates to help streamline transaction processing, reduce Not In Good Order (NIGO) submissions, and make better use of the…

Mallorie ManoshAugust 5, 2025

Firm Update Product Strategic Partners

iCapital: The Wait Is Over

Get Ready to Expand Your Access to Alternatives! Later this month, ESI will launch a new platform partnership with iCapital, giving our advisors access…

Mallorie ManoshAugust 5, 2025