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Press ReleaseMONTPELIER, Vt. (Feb. 23, 2026)— Equity Services, Inc. (ESI), an independent broker-dealer and registered investment adviser, today announced the successful launch of Fidelity Managed Account Exchange® (FMAX) as the new...

Equity Services, Inc. President & CEO Ata Azarshahi to retire; industry leader Alex David to succeed him.

New Growth Chapter: Equity Services, Inc. welcomes Summit Global Investments in strategic partnership, adding new asset management solutions while advancing direct-to-broker-dealer growth model.

Keeping Your Clients Close: Strategies for Enhancing Client Retention Client retention is pivotal for building a sustainable practice. This post explores practical strategies that not only secure client loyalty but also demonstrate to...

As financial professionals, understanding and utilizing market forecasts can significantly influence our strategies and client advice. However, with so many differing opinions, how can we best use these forecasts to our advantage...