Mallorie Manosh – Page 6 – Equity Services, Inc

Expand Your Toolkit: Fidelity’s Guide to Alternative Investments

Webinar: Tuesday, August 5, 2025 | 2:00 PM ET Looking to broaden your investment strategies and deliver more diverse solutions to clients? Join Fidelity…

Mallorie ManoshJuly 29, 2025

Incentives

It’s Not Too Soon to Be Thinking About San Diego

ESI Elite Symposium | April 20–24, 2026 | Fairmont Grand Del Mar Where every sunset feels like a vacation—and every step forward in your…

Mallorie ManoshJuly 29, 2025

Technology

Final Step in Morningstar Workstation Pricing Transition Happening Now

As part of the phased pricing transition we began two years ago, the final adjustment to the Morningstar Advisor Workstation subscription rate takes effect…

Mallorie ManoshJuly 29, 2025

Advisory Solutions Market Updates Strategic Partners

Replay: Maple Capital’s Mid-Year Market Review

If you missed it, now’s your chance to catch the replay of Maple Capital Management’s Mid-Year Market Review—an engaging and informative session led by…

Mallorie ManoshJuly 29, 2025

Operations

Get to know your ESI Brokerage Operations Service Team!

We’re excited to introduce the dedicated individuals behind the voices you hear every day. Our team is proud to support ESI advisors and registered…

Mallorie ManoshJuly 16, 2025

Firm Update Product

ESI Expands Approved List of Cryptocurrency-Based ETFs

ESI has now expanded the list of available cryptocurrency-based ETFs and the complete list of approved digital assets ETFs can be found here. These…

Mallorie ManoshJuly 15, 2025

Advisory Solutions Firm Update Strategic Partners Technology

Illuminations Advisory Platform to Transition From Envestnet to Fidelity’s Managed Account Exchange (FMAX)

Since its 2013 acquisition of FundQuest, ESI's advisory platform, Illuminations, has been powered by Envestnet behind the scenes. Envestnet has not only provided world…

Mallorie ManoshJuly 14, 2025

Firm Update

You’re Invited: ESI Mid-Year Update with Senior Leadership on Thursday, July 17th

We’re halfway through the year—and there’s a lot to talk about. Join us for a special mid-year webinar with ESI’s senior leadership team as…

Mallorie ManoshJune 19, 2025

Advisory Solutions

Now Available: Wealthscape Intelligence – Smarter Insights for Smarter Decisions

We’re excited to introduce Wealthscape Intelligence, a powerful new tool designed to bring greater clarity and efficiency to managing your book of business. What…

Mallorie ManoshJune 17, 2025

Operations

New “Letter of Instruction” Form Available Through Docupace

To continue our efforts in enhancing the efficiency and security of account servicing, we are excited to announce the release of a new Letter…

Mallorie ManoshJune 17, 2025