Firm Update – Equity Services, Inc

Register Today for the ESI Business Development Conference

Don't miss out - registration closes Friday, August 7th. September 8–10, 2026 The Westin Alexandria Old Town Alexandria, Virginia Register Today Running a successful…

Beth KnoxJuly 21, 2026

Advisory Solutions Firm Update Prospecting & Marketing Strategic Partners Training

Get A Sneak Peek: BDC Agenda Highlights

Get a sneak peek at the speakers, sessions, and industry leaders joining us this September. We're excited to share a first look at the…

Mallorie ManoshJuly 16, 2026

Firm Update

National Life Recognized Among Ward’s Top 50

National Life has once again been named one of Ward's Top 50 Life & Health Insurance Companies, an independent recognition of outstanding financial performance,…

Mallorie ManoshJuly 16, 2026

Firm Update

Active Now: Bank Deposit Sweep Program (BDSP) is default cash sweep option for all newly opened eligible accounts.

This is a reminder that beginning today, July 15, 2026, the Bank Deposit Sweep Program (BDSP) will become the default cash sweep option for all newly opened…

Mallorie ManoshJuly 15, 2026

Firm Update Operations

Register Now: Bank Deposit Sweep Program Advisor Overview

ESI is introducing a new Bank Deposit Sweep Program (BDSP) for eligible brokerage accounts. Join us for a high-level overview of this important enhancement…

Mallorie ManoshJuly 1, 2026

Firm Update Training

New for 2026: Get Early Access to BDC

If you've attended BDC before, you're used to arriving mid-afternoon in time for the welcome reception. This year is different. New for 2026: BDC…

Mallorie ManoshJuly 1, 2026

Best Practices Firm Update Operations

Coming Soon: Bank Deposit Sweep Program

We are pleased to announce an upcoming enhancement to our brokerage platform: the introduction of ESI's Bank Deposit Sweep Program (BDSP). The primary purpose…

Beth KnoxJune 25, 2026

Firm Update Operations

Updated ERISA Disclosure Guidance Now Available

To help ensure the correct documentation is used for qualified plan business, ESI Suitability has updated its guidance regarding ERISA Disclosure and Agreement requirements.…

Mallorie ManoshMay 29, 2026

Firm Update Product

Jared Vachon Joins ESI as Senior Investment Product Management Associate

Jared Vachon has joined ESI as Senior Investment Product Management Associate, where he focuses on supporting the development and implementation of investment solutions for…

Beth KnoxMay 5, 2026

Firm Update

Elite Symposium 2026: Built to Last

Elite Symposium has always been a celebration of extraordinary performance—bringing together ESI’s top advisors and financial professionals who continue to raise the bar for…

Mallorie ManoshApril 30, 2026