Mallorie Manosh

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

Important reminder: Equity Services, Inc. (ESI) is not permitted to hold client assets such as security/stock certificates and funds, or to act in any…

Reserved for our top twenty-five producers, membership in the ESI Circle of Excellence* represents dedication, knowledge, and exceptional success! Congratulations to our 2024 members!…

Maximize your efficiency and streamline client interactions with Calendly - a dynamic scheduling tool that eliminates the back-and-forth of meeting coordination, freeing up your…

This 45-minute session can change the way you structure your days, empowering you to develop and strengthen your “no-muscle”, and focus your time on…

ESI has instituted one deadline for all assigned CE requirements: October 30th.  You are personally responsible for completing your Continuing Education. Continuing education for…

After more than three years of preparation, the U.S. securities settlement cycle has accelerated from T+2 to T+1 as of May 28, 2024. ESI’s…

ESI and NFS are encouraging clients with Online Brokerage Accounts to enroll in eDelivery and start reaping the benefits. During this week of May…

Lincoln Financial has released a new index-linked annuity, Lincoln Level Advantage 2 which launched May 20th. Lincoln's next generation product offers the following enhancements:…