Product – Equity Services, Inc

Compliance & Licensing Operations Product

Suitability Spotlight: Class A Share Redemptions

Key Considerations for Client Best Interest Recently, we’ve observed an increase in redemptions of Class A mutual fund shares within a short period after…

Mallorie ManoshMarch 26, 2026

Product Strategic Partners

Touchstone Model Conversion: ETFs Replace Legacy Mutual Funds

Touchstone will be updating the model allocation to incorporate exchange-traded funds (ETFs), which will replace certain legacy mutual fund positions. The revised model will…

Mallorie ManoshMarch 26, 2026

Advisory Solutions Product Strategic Partners

Future Standard – FS Credit REIT Product Discussion

Join us for an insightful webinar exploring the fundamentals and opportunities of investing in Real Estate Investment Trusts (REITs). When: Thursday, March 19th, 2026…

Mallorie ManoshMarch 12, 2026

Product Strategic Partners

Touchstone Large Company Growth Fund to Reorganize to an ETF

The Touchstone Large Company Growth Fund will be reorganizing to an ETF. There will be no change to the investment goal, principal investment strategies,…

Mallorie ManoshFebruary 26, 2026

Product

Kansas Learning Quest Advisor 529 Plan – Changes to Direct

Effective March 30, 2026, the Learning Quest Advisor Program will consolidate into the direct sold Quest529 Education Savings Plan (Quest529). Prior to and in…

Beth KnoxFebruary 17, 2026

Product

Brighthouse Financial to be acquired by Aquarian Capital

Brighthouse Financial has entered into a definitive agreement to be acquired by Aquarian Capital, a diversified global holding company with a strategic portfolio of…

Beth KnoxDecember 1, 2025

Product

Touchstone Large Company Growth Fund to Reorganize

Update from Touchstone: "On August 14, 2025, the Board of Trustees of the Touchstone Strategic Trust (“Trust”) approved converting the Touchstone Large Company Growth…

Beth KnoxNovember 18, 2025

Product

New Approval – Lincoln Level Advantage 2 Income B Share RILA

ESI is happy to announce the approval of the Lincoln Level Advantage 2 Income B Share. Lincoln Level Advantage 2 Income annuity is a…

Mallorie ManoshNovember 10, 2025

Product

Webinar: New Private Real Estate Investment Opportunity Through iCapital

Join us for an exclusive introduction call to explore a new private real estate investment opportunity from FS Investments, available through the iCapital alternative…

Mallorie ManoshOctober 14, 2025

Product Technology

Pacific Life Annuities Now Approved for eSignature

ESI is continuously working with our top vendors to discuss eSignature acceptance. As a result of these conversations, effective immediately, Pacific Life (Annuities) is…

Beth KnoxOctober 7, 2025