Firm Update – Equity Services, Inc

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

Advisory Solutions Firm Update

Welcome Kyle Marceau, ESI AVP, Advisory Sales

Equity Services, Inc. (ESI) is pleased to announce that Kyle Marceau has joined ESI and the Business Development Team as ESI AVP, Advisory Sales.…

Beth KnoxJuly 8, 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

Firm Update Operations

ICYMI: New Streamlined Process for Client Address Changes

Beginning June 15th, Registered Representatives can now use the new Change of Address Attestation Form to initiate a change of address for all ESI…

Mallorie ManoshJune 3, 2025

Firm Update Operations

Early Closure in Recognition of Good Friday – April 18, 2025

In recognition of Good Friday, Equity Services, Inc. will be closing early on Friday, April 18, 2025, at 12:00 p.m. (Noon) Eastern Time. Please…

Beth KnoxApril 15, 2025

Firm Update Recruiting

ESI Ranks #1 For Broker Dealer Growth, Again

You are on a winning team! Equity Services, Inc., has once again been ranked #1 among Broker-Dealers for Total Sales Deposits Growth with a…

Mallorie ManoshApril 9, 2025

Firm Update Operations

Advisory Fee Payments Coming Soon

Here are some important reminders regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly advisory fees are typically billed to…

Mallorie ManoshApril 9, 2025

Firm Update Technology

Exciting Docupace Enhancements: What You Need to Know!

We’ve just rolled out enhancements to Docupace, designed to make your workflow smoother and more efficient. Here’s what’s new: ✅ Automated Email Notifications –…

Mallorie ManoshMarch 25, 2025

Firm Update Technology

The New Age of Texting! ESI Transitions from CellTrust to Global Relay

We are thrilled to announce that we are expanding our partnership with Global Relay and transitioning from CellTrust to Global Relay. Global Relay’s platform…

Beth KnoxFebruary 12, 2025

Third party articles are provided for your information only, and have neither been reviewed nor approved to be used with consumers.
Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH, and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products.

Equity Services, Inc. • One National Life Drive • Montpelier, VT 05604 • (800) 344-7437 • www.equity-services.com. All third party entities referenced are independent of Equity Services, Inc. unless otherwise stated.

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Variable products are sold by a prospectus which contains more complete information. Please have your clients read it and consider carefully the variable product's objectives, risks, charges and expenses before they invest or send money. The prospectus contains this and other information about the investment company.

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