Product – Page 2 – Equity Services, Inc

ESI Meet the Strategists Series: Russell Investments

ESI Meet the Strategists Series: Russell Investments Tuesday, Sep 9, 2025 2:30 PM Eastern Time Register Here Join us for another engaging installment of…

Beth KnoxAugust 27, 2025

Product Strategic Partners

Introducing Our First Alternative on iCapital: AMG Pantheon Private Equity Fund

We’re excited to announce the introduction of the AMG Pantheon Private Equity Fund — the first alternative investment now available on ESI’s new iCapital…

Mallorie ManoshAugust 20, 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

Product Strategic Partners Training

Register for “Meet the Strategists: Frontier Asset Management”

Mark your calendar and register here! ESI Meet the Strategists: Frontier Asset Management Thursday, July 31, 2025 4:00 PM ET Register Join us for…

Beth KnoxJuly 23, 2025

Product

Upcoming Allianz Webinar: Client Perspectives

Join Mark Paulson, VP of Hedging at Allianz, on Tuesday, July 29th, for "Client Perspectives". ESI Partner Allianz: Client Perspectives Tuesday, July 29, 2025…

Beth KnoxJuly 23, 2025

Product

2nd Quarter Alternative Mutual Funds Lists Updated

The 2nd quarter 2025 alternative mutual fund lists, Approved, Watch, and Restricted, are now available. Additional details on each list and the training requirements…

Beth KnoxJuly 23, 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

Product Training

Upcoming Webinar: Mid-Market Outlook and Fixed Income Products – AAM

ESI Partner AAM: Mid-Market Outlook and Fixed Income Products Thursday, Jun 5, 2025 4:00 PM ET Register Join us for an exclusive webinar call…

Beth KnoxMay 27, 2025

Product

Alternative Mutual Funds Lists – Updated

The 1st quarter 2025 alternative mutual fund lists, Approved, Watch and Restricted are now available. Additional details on each list and the training requirements…

Mallorie ManoshApril 24, 2025

Product

Important Notice from Touchstone Investments

Touchstone Fund Merger The Touchstone International Growth Fund will merge into Touchstone Sands Capital International Growth Equity Fund. Please view these two documents for…

Beth KnoxApril 15, 2025