Advisory Solutions – Equity Services, Inc

Advisory Solutions Product Strategic Partners

Future Standard – FS Credit REIT Product Discussion

Join us for an insightful webinar exploring the fundamentals and opportunities of investing in Real Estate Investment Trusts (REITs). When: Thursday, March 19th, 2026…

Mallorie ManoshMarch 12, 2026

Advisory Solutions Training

Assessing Market Impacts After the Iran Strikes, with Fidelity’s Paul Ma

Upcoming ESI Hosted Webinar Assessing Market Impacts After the Iran Strikes Presenter: Paul Ma, VP and Lead Portfolio Strategist for Wealth Advisory & Portfolio…

Beth KnoxMarch 5, 2026

Advisory Solutions

The 2026 Tax Reference Guide Is Here

Now Available to Order! The 2026 Tax Reference Guide is now available and is an excellent resource to support your client and prospect conversations. This two-page flyer is…

Mallorie ManoshFebruary 26, 2026

Advisory Solutions

Updates to EFA Planning & Consulting: What Advisors Need to Know

We’ve made a few updates to the EFA Planning and Consulting program to provide greater clarity, smoother pricing transitions, and more consistent guidance for…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

Guided Choice UMA: A Simpler, Smarter Way to Manage Client Portfolios

We're excited to introduce Guided Choice, a next-generation Unified Managed Account (UMA) solution available within Illuminations powered by FMAX. Guided Choice is designed to…

Mallorie ManoshFebruary 10, 2026

Advisory Solutions

FMAX Is Here: Illuminations Enters Its Next Chapter

It’s here. This weekend, ESI and Fidelity successfully completed the conversion from Envestnet to the FMAX platform—marking a major milestone in the evolution of…

Mallorie ManoshJanuary 29, 2026

Advisory Solutions Market Updates Strategic Partners Training

Helping Clients Stay Invested with Maple Capital Market Outlook

A Maple Capital Market Outlook Tuesday, February 3rd, 2026 | 2:00PM ET Join ESI and strategic partner Maple Capital as we look ahead to 2026. This…

Mallorie ManoshJanuary 27, 2026

Advisory Solutions

FMAX Is More Than a Platform Upgrade—It’s a Support Upgrade

Big enhancements are coming to Illuminations next week. While improved pricing and expanded capabilities matter, one of the most meaningful upgrades may be the…

Mallorie ManoshJanuary 21, 2026

Advisory Solutions Firm Update

Reminder: Illuminations Blackout Period Happening Now

As a reminder, ESI Illuminations will be transitioning from Envestnet to FMAX on Jan 24. To support the smooth migration of approximately 11,000 accounts,…

Mallorie ManoshJanuary 14, 2026

Advisory Solutions

Built for Advisor Choice: The Strategists and Managers on ESI Illuminations, FMAX

As part of our continued investment in delivering a modern, flexible advisory experience, ESI is pleased to share an updated ESI Illuminations Strategist &…

Mallorie ManoshJanuary 13, 2026