Halloween 2019 at WIS! Part 5: Cashiering
Our cashiering department decided to go as movie gals! Film lovers, can you name them? (more…)
Our cashiering department decided to go as movie gals! Film lovers, can you name them? (more…)
Manuel and Danielle of Transitions, dressed up (or dressed down?) as a bank robber duo! (more…)
Next up: Operations, as Despicable Me characters! (more…)
Check out our Advisory Team, dressed up as Pac-Man characters! (more…)
Our team members at the home office dressed up in costumes in honor of the holiday. (more…)
These are the steps you should take when getting rid of old computers. (more…)
PRODUCERS CHOICE LEARN MORE
As a reminder, each year, National Financial and Pershing charge an inactive fee for accounts considered inactive between Jan 1 and Dec 31. The Accounts that meet the inactive definition will be charged a $50.00 inactive fee. (more…)
CPS Insurance Services is hosting its last Happy Hour of the year at TAPS Brewery & Barrel Room in Tustin today from 4:30 to 6:30 PM. (more…)
At the end of November 29, 2019, Pershing will be introducing a new Items for Attention (IFA), Taxes Due – Unrelated Business Taxable Income, in NetX360®. (more…)
The Internal Revenue Service recently announced tax relief for Victims of Tropical Storm Imelda in parts of Texas, including the Houston area. (more…)
Teri Bradshaw, WIS Director of Commissions, will lead a walk-through of Advisor Portal, our commissions system website. (more…)
CJ is out and about making sure that everyone’s office is up and running at peak efficiency, upgrading networks and switching phone systems over to WIS VOIP network. (more…)
Today is a bittersweet day. It's Cesar's last day as part of the WIS IT and Cybersecurity Team. But we are excited for him as he has found his dream job: working for a school. (more…)
Now offering over 7,000 mutual funds and ETFs with no ticket fee, more on the way!
Our billing team, Jasmin and Jesus, has completed Q4-2019 billing for our advisory accounts. Your fees have been posted on M&O and will be paid out on Monday, October 21. (more…)
MyRepChat platform has been under a constant state of improvement and evolution. While these changes are all meant for the positive, we realize it can be difficult to keep up with technology that is constantly evolving. (more…)
Trevor Neil, MSTA MCSI, has been a trader for over 30 years, having become a commodities trader at Merrill Lynch in the mid 1970’s before going on to work at LIFFE giving technical analysis support to floor traders. (more…)
"We're hosting our last Happy Hour of the year at TAPS Brewery & Barrel Room in Tustin. Come connect with the CPS Sales Team and other successful producers just like you - the award winning classic ales, lagers, and (more…)
National Financial will be charging Premiere Select Retirement Accounts Annual Maintenance Fee of $35.00 on November 18, 2019. (more…)
On Monday, October 28 at 11:30 AM PST, Cantor Fitzgerald’s Head of Distribution, Jay Frank, will discuss the Qualified Opportunity Zone Program, created by the 2017 Tax Cuts and Jobs Act. (more…)
Esmeralda Almazan is an Executive Assistant to Evan P. Ocepek handling the operations and servicing the clientele. She is finishing up her last year at UC Irvine as a Business Economics major and has completed a minor in Management. (more…)
The second day of the WIS Women’s Symposium ended with dinner, featuring speaker Tom Burrell of Redwood Mortgage (yes, one of two men sponsors), and special entertainment. (more…)
On Thursday, October 17 at 11:30 AM PST, Gustavo De La Roca and Sly Pusiri will host a timely discussion on how to best manage client expectations amid continued volatility and market skepticism. (more…)
Reminder: Deadline for recharacterization and excess contribution made for 2018 is October 15, 2019. (more…)
Qualified distributions are the holy grail for Roth IRAs, but there is confusion around the time requirements. (more…)
Monday, October 14, 2019 is Columbus Day. The WIS Pasadena office will be open normal business hours on that day. All banks, federal offices and the fixed income market are closed for the day. (more…)
Every financial professional has a vision for their practice. Knowledge, Communication, and Action is what transforms that vision into reality. How you choose to invest your time in preparing for your 2020 vision will determine the success (more…)
With over 30 WIS representatives, home office staff, and sponsors gathered at the beautiful Solage Resort and Spa in Calistoga, CA for the inaugural WIS Women’s Symposium, (more…)
This article from Financial Advisor magazine covers 3 maxims that drive elite performance. These maxims have been used by SEALs for decades and have (more…)
The inaugural WIS Women’s Symposium started with a cocktail hour and outdoor dinner at the beautiful Solage Resort and Spa in Calistoga, CA, which is on the northern end of the famous Napa Valley region. (more…)
Perfect weather for a visit to our office in Grand Junction, Colorado by Don Bizub and Dave Bibo. (more…)
Today Ellen Shearin, WIS Managing Director, provided our advisors with helpful navigation tips for using wisdirect.com, and emphasized the importance of logging in daily. (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
Get to Know the Producers Choice Network! PRODUCERS CHOICE LEARN MORE
The 21st Annual Wiggle Waggle Walk was held this past Sunday at Brookside Park at the Rose Bowl to raise funds for the Pasadena Humane Society & SPCA. (more…)
Have you checked what clients are still pending their RMD on Items for Attention? (more…)
In this edition of Inside WIS, our compliance team covers the following topics: Advertising, Registrations, and Firm Element. (more…)
As part of its ongoing efforts to enhance your business, WIS has significantly upgraded its insurance resources. (more…)