Firm Update – Equity Services, Inc

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

Firm Update Strategic Partners Technology

Built for Choice: Your 2026 Guide to ESI Platforms & Tools Pricing

At ESI, we believe that transparency builds trust—and trust builds strong partnerships. Our 2026 ESI Platforms & Tools Pricing Sheet is designed to give…

Mallorie ManoshDecember 11, 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.

The inclusion of products and/or services in this communication does not constitute authorization to offer products and/or services. Please contact your contracts and licensing department if you are unsure of your ability to offer the products and services mentioned.

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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.

Third party articles are for information only and have not been reviewed or approved for use with consumers

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