Firm Update – Equity Services, Inc

Firm Update

In the News: AD David Named 2026 Pathfinder Award Winner

In the News: AD David Named 2026 Pathfinder Award Winner We’re excited to share that Alex “AD” David, President & CEO of Equity Services,…

Mallorie ManoshFebruary 26, 2026

Compliance & Licensing Firm Update

ESI Expands Digital Communication: WhatsApp Now Approved

Now Available: WhatsApp for Compliant Business Messaging At ESI, we’re continually evolving to meet advisors and clients where they are—while maintaining the highest standards…

Mallorie ManoshJanuary 27, 2026

Firm Update Operations

A Clear View of Your ESI Home Office Team

At ESI, relationships are at the center of everything we do—and that starts with making it easy to connect with the right people, at…

Mallorie ManoshJanuary 27, 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

Firm Update Incentives

Where Top Performance Takes You: Elite Symposium 2027

Welcome to the Lowcountry We’re pleased to announce the destination for the 2027 ESI Elite Symposium. From May 16–20, 2027, ESI’s top financial professionals…

Mallorie ManoshJanuary 13, 2026

Advisory Solutions Firm Update

Advisory Payments Are Coming Soon

Here are a few reminders and new information regarding upcoming advisory fee payments from Illuminations and our Direct Money Managers: Quarterly Advisory fees are…

Beth KnoxJanuary 8, 2026

Firm Update

A Record-Breaking Year, Built Together

As we come to the close of another record-breaking year, we wanted to take a moment to reflect on everything that made 2025 such…

Mallorie ManoshDecember 30, 2025

Advisory Solutions Firm Update

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

Firm Update

Happy Holidays from ESI!

As the year comes to a close, we thank you for the dedication, professionalism, and care you bring to your work every day. Your…

Beth KnoxDecember 16, 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