• Join New York Life and Western for Lunch & Learn Event on June 1st

    By westernadmin | Wednesday, May 31, 2017

    Attached is your invitation to join New York Life and Western International for Lunch & Learn Event June 1st in Pasadena The Guest Speakers will be Steve Buell and Rick Schoen.  See the Invite Attached Invite for additional information. We look forward to...

  • Western International Welcomes Jessica Rios

    By westernadmin | Saturday, May 27, 2017

    Join us in welcoming to Western International registered assistant Jessica Rios. Jessica joins us in our Miami Branch doing business as Loyola Asset Management LLC.

  • Outstanding Account Debits & Write Offs

    By westernadmin | Friday, May 26, 2017

    As a reminder, clearing houses write off outstanding debits in client accounts to the broker of record.  Below are some solutions from Western and our clearing houses on how to better track and manage accounts with debits.  NFS: WIS Cash...

  • Rinaldo’s Cyber Corner Office 365 Survival Guide

    By westernadmin | Tuesday, May 23, 2017

    Hello Everyone, It has been three weeks since we migrated to Office365. I thank you all for your cooperation in making this migration successful and without significant interruptions to your business.  I think it's important to mention that Office365 is...

  • Fidelity Clearing & Custody Solutions Insight & Outlook

    By westernadmin | Thursday, May 18, 2017

    Featured Insights: An Introduction To Navigating Digital Advice Own Your Space: The Case For A Differentiated Marketing Strategy DOL Fiduciary Rule Key Dates Ten Ways To Help Stop Financial Elder Fraud Business Cycle Update: Five Factors Driving Crosswinds For U.S....

  • Last Chance to Register An Alternative Focus: A Change Can Do You Good

    By westernadmin | Wednesday, May 17, 2017

    Amid today's volatile markets, which alternative investments are effective in realizing alpha? How much tolerance do your clients have when it comes to diversification and active management? Join leading asset managers as they discuss incorporating alternative investments into client portfolios.*This...

  • May Anniversaries 

    By westernadmin | Tuesday, May 16, 2017

    The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating anniversaries in May.    >>> 

  • Reminder – Pershing Retirement Symposium May 17-18 Newport Beach CA

    By westernadmin | Saturday, May 13, 2017

    Please join us at Pershing’s Retirement Advisor Symposium. At the symposium, you’ll hear insight from experts, network with other professionals and learn about best practices, productivity solutions and relevant content to help you grow and service your retirement business. Continuing...

  • New Watch List & Portfolio Features

    By westernadmin | Friday, May 12, 2017

    In order to improve the client experience, NFS introduced an enhanced Watch Lists feature and a new Portfolio Watch service in Wealthscape. See Attached >>> 

  • Western International Welcomes Angela Tomlinson

    By westernadmin | Thursday, May 11, 2017

    Join us in welcoming to Western International Angela Tomlinson, non-registered assistant to Karen Jaber.  Angela joins us in our Santa Rosa California branch. 

  • Rinaldo’s Cyber Corner Phis Alert!

    By westernadmin | Saturday, May 6, 2017

    As you might have heard, there is a new email phishing scheme out there.  Phishing is a method hackers use to trick you into unknowingly giving them your passwords, social security number, bank account numbers, etc.  They’ll send you an...

  • JPMCC Documents Now Available on Wealthscape BPM

    By westernadmin | Friday, May 5, 2017

    Western International is pleased to announce that the document archive system from J.P. Morgan, including client statements (4 years), confirms (2 years), and tax documents (3 years) are currently being posted onto NFS Wealthscape via the BPM system.  NFS anticipates...

  • Join Triton Pacific and Western for Lunch & Learn Event on May 4th

    By westernadmin | Tuesday, May 2, 2017

    Attached is your invitation to join TritonPacific and Western International for Lunch & Learn Event May 4 in Pasadena The Guest Speaker will be Griffin Hoover.  See the Invite attached for additional information. We look forward to having you joining us.  See...

  • BNY Mellon Peoples Report

    By westernadmin | Tuesday, May 2, 2017

    BNY Mellon has released its second annual People Report, which tells the story of how the brightest, most innovative minds in the financial services industry are striving, together, to make Pershing’s vision a reality.   People Report