Firm Update – Page 3 – Equity Services, Inc

Firm Update

ESI Announces Strategic Partnership with Summit Global Investments

Equity Services Inc. (ESI) is proud to welcome Summit Global Private Wealth—a team of financial professionals affiliated with Summit Global Investments (SGI)—to our growing…

Mallorie ManoshAugust 6, 2025

Best Practices Firm Update Operations

Improving Processing Times and Reducing NIGOs

We’re making a few important updates to help streamline transaction processing, reduce Not In Good Order (NIGO) submissions, and make better use of the…

Mallorie ManoshAugust 5, 2025

Firm Update Product Strategic Partners

iCapital: The Wait Is Over

Get Ready to Expand Your Access to Alternatives! Later this month, ESI will launch a new platform partnership with iCapital, giving our advisors access…

Mallorie ManoshAugust 5, 2025

Firm Update Product

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