Mallorie Manosh – Page 5 – Equity Services, Inc

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

Firm Update

Meet Alex David

President & Chief Executive Officer, Equity Services, Inc. A proven leader dedicated to elevating the advisor experience, driving strategic growth, and scaling organizations with…

Mallorie ManoshDecember 12, 2025

Advisory Solutions

Year End Commission Cycle Cutoff

Important Dates: The ESI Commission Cycle will close early the week of Christmas, on Monday December 22nd. Payroll deposits for that cycle will occur…

Mallorie ManoshDecember 11, 2025

Firm Update Strategic Partners Technology

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give…

Mallorie ManoshDecember 11, 2025

Compliance & Licensing Firm Update Prospecting & Marketing Strategic Partners

New Quick Reference: Understanding Cash & Non-Cash Compensation

How you’re paid — and by whom — matters. To help make compliance easier, ESI has created a Cash & Non-Cash Compensation Quick Reference…

Mallorie ManoshDecember 11, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Is Evolving — Get Ready for Better Pricing, Better Support

Big enhancements are coming in January. Here’s how to prepare. In today’s competitive environment, your advisory platform should do more than support your practice—it…

Mallorie ManoshDecember 9, 2025

Incentives

November 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 ManoshNovember 17, 2025

Prospecting & Marketing Technology

New Marketing Resources Now Available in CoBrand on Demand

Fact Finder + Risk Tolerance Questionnaire We’re excited to announce two new additions to CoBrand on Demand — your go-to system for creating personalized,…

Mallorie ManoshNovember 10, 2025

Product

New Approval – Lincoln Level Advantage 2 Income B Share RILA

ESI is happy to announce the approval of the Lincoln Level Advantage 2 Income B Share. Lincoln Level Advantage 2 Income annuity is a…

Mallorie ManoshNovember 10, 2025