WIS Holiday Schedule – Labor Day
In observance of Labor Day, WIS will be closed on Monday, September 2, 2019. (more…)
In observance of Labor Day, WIS will be closed on Monday, September 2, 2019. (more…)
Time is running out, head counts are needed for event planning and food no later than Thursday, September 5, 2019. (more…)
Today Ellen Shearin, WIS Managing Director, Broker Relations, led a webinar at our home office on Wealthscape for our advisors. (more…)
Standing for socially responsible investing, SRI is an investment strategy that puts principles before profit. (more…)
We'd like to give a shout out to Rob Reedy of CPS Insurance for bringing wellness and vitality shots from Pressed Juicery for our home office team this morning! (more…)
Are business challenges preventing you from spending quality time with your clients and prospects? (more…)
WIS (Western International Securities, Inc.), a leading independent broker-dealer, will host "Women in Finance - Celebrating Excellence in Financial Advice", its First Annual Women's Symposium in October 2019. (more…)
Knowing your clients, prospects, and center of influence (COI) referrals well is an important step in managing your business. But the strategy you use to act on your knowledge of your key audiences is even more critical. (more…)
Kristin Shea and Jason Kestler of Highland Capital Brokerage were in our Pasadena office last week. (more…)
You are invited to join an Advisor Forum hosted by Wealthscape on Thursday, August 29 at 11:30 AM at the Pasadena Headquarters (70 S. Lake Ave. 7th Floor, Pasadena CA, 91101). (more…)
This guide by Fidelity is designed to help our Advisors deepen client relationships so you can potentially grow your business. (more…)
CPS INSURANCE SERVICES LEARN MORE
On Tuesday, Kristin Shea and Jason Kestler of Highland Capital Brokerage visited the WIS headquarters in Pasadena and shared with our advisors new sales ideas, marketing strategies, and even some awesome merch! (more…)
This GoFundMe project is in honor of our dear friend and teammate Cindy Impens. For those that may not be aware, Cindy has been out of the office on extended medical leave and has not been able to work. (more…)
You are invited to join an Advisor Forum hosted by MyRepChat Thursday, 8/22 at 11:30 am at the Pasadena Headquarters (70 S. Lake Ave. Seventh Floor, Pasadena CA 91101). (more…)
FIAs have the potential to outperform bonds in the near future CPS INSURANCE SERVICES LEARN MORE
If you've seen our new RIA brochure, then you know that WIS offers a wide variety of resources to help support your practice. To help you make sense of all the technology available, we've put together a new brochure listing...
Join us on Tuesday, Aug 20 at 12:00 pm for an Advisor Forum done Highland Style. **BONUS** Happy Hour at Del Frisco's at 5:30 pm. HIGHLAND CAPITAL LEARN MORE
Ryan Ramos is a newly Registered Sales Assistant, currently working with his father at our Northridge, California office. (more…)
Chris spent a few days back at Black Diamond’s home office in Jacksonville, FL meeting with senior level staff members going over ideas on how to Enhance the advisor experience and talking about new technologies that include the trade Model...
Last week, Mario DePasquale from Goldman Sachs Private Bank Select® (GS Select®) shared an innovative lending program for advisors and their clients whose assets are held at Fidelity Institutional. (more…)
Get the Knowledge and Tools You Need PRODUCERS CHOICE WATCH VIDEO
Cantor Silverstein Opportunity Zone Trust, Inc. is a newly organized Maryland corporation formed to invest in, develop, redevelop, and manage a diversified portfolio of institutional quality commercial real estate with assets to be located in areas of the United States...
"Grow Your Practice with Highland Today" (more…)
At WIS, we're all about being as transparent and helpful as possible for our amazing advisors. (more…)
A lot of our clients are using Quickens and they often ask us how to download their accounts hold at Fidelity to Quicken. (more…)
Do you know that WIS together with My RepChat has provided a SEC and FINRA compliant text messaging system? (more…)
WIS reps and team members attend the Preferred Apartment Communities (PAC) conference in San Jose. (more…)
WIS is pleased to introduce an innovative lending program for you and your clients whose assets are held at Fidelity Institutional. It is provided by Goldman Sachs Private Bank Select® (GS Select®). GS Select is a securities-based lending program that...
We are delighted to welcome two new team members. When you have a chance, please say hello and introduce yourself to: Jessie Chen - Registered Assistant Jessie joins WIS from Morgan Stanley in downtown Los Angeles, bringing a wealth of...
We are counting down to our Women’s Symposium - Look for your registration link on Monday in your email ladies! (more…)
At WIS, we are always hard at work to ensure our advisors get the best solutions possible to solve the complicated problems of today, and the ones coming in the years ahead. (more…)
Cybercriminals continue to steal client data from tax advisors to create fraudulent returns that are harder to detect, the IRS says. (more…)
Long time friend and advisor, WL Gray stopped in from Nashville, TN yesterday to see the new office and to meet with the Pasadena home office team members. (more…)
There are more than 60 million people with disabilities with a combined $872 billion in total income living in the United States. (more…)
Long-Term Care can be an all-consuming event that severely affects the emotional and physical well-being of the person in need of care and those closest in relationship. (more…)
5 Questions to ask Yourself HIGHLAND CAPITAL LEARN MORE
National Financial Services, LLC (NFS) recently sent Notice of Withholding letters to retirement account owners* who are taking periodic distributions as part of a periodic distribution plan or via check writing. (more…)
In late August 2019, National Financial Services, LLC (NFS) is scheduled to mail a Summary Description for the 2020 Plan Year to Plan Sponsors who have adopted and maintain a Premiere Select SIMPLE IRA Plan. (more…)