Archives

  • The Stretch IRA Is Dead

    By westernadmin | Thursday, January 30, 2020

    Advisers’ top 5 questions on how the new SECURE Act rules will work (more…)

  • Group Rate for Lake Tahoe 2020 Closing Soon!

    By westernadmin | Thursday, January 30, 2020

    Time is running out to get the group resort rate for the Tahoe symposium.  After February 3, the hotel rate will increase to normal pricing, which will be based on (more…)

  • How to Help Prevent Spread of Coronavirus at Work

    By westernadmin | Tuesday, January 28, 2020

    The U.S. Chamber of Commerce Foundation hosted a webinar on Monday, January 27 in partnership with the Centers for Disease Control and Prevention (more…)

  • Jipsy to Make A Special Appearance at Tahoe!

    By westernadmin | Monday, January 27, 2020

    Jipsy, the adored canine companion of WIS advisor Linda Wenker, will be making a grand return at our upcoming Lake Tahoe Symposium as well as our National Conference (more…)

  • CPS Rate Sheet

    By westernadmin | Friday, January 24, 2020

      CPS INSURANCE SERVICES        LEARN MORE

  • Agenda for Lake Tahoe 2020 Out Now!

    By westernadmin | Friday, January 24, 2020

    Please join us for a valuable and educational experience, focusing on topics such as practice management and keeping you abreast on the latest financial technology (more…)

  • The Latest Cyber Risk You Need to Know About

    By westernadmin | Friday, January 24, 2020

    Add business email compromise, aka BEC, to your list of business cyber risks. It’s a growing risk and spreading around the world, according to Michael Driscoll (more…)

  • Refinitiv Advisor Forum – Wed, 1/29

    By westernadmin | Friday, January 24, 2020

    On Wednesday, January 29, Refinitiv (formerly Thomson Reuters) will present their Thomson One platform and several upgrades around Investment views, CNBC News, Fixed (more…)

  • The Art of the Beautiful Question

    By westernadmin | Thursday, January 23, 2020

    Asking the right question takes as much skill as giving the right answer.  Much of our workday is spent asking others for information—requesting status updates from a team leader (more…)

  • WIS Advisor Doron Kochavi Goes to Antarctica!

    By westernadmin | Thursday, January 23, 2020

    Doron Kochavi, our Pasadena Advisor and World Explorer, is currently in Antarctica, the southernmost continent and site of the South Pole (more…)

  • Rinaldo Visits the Big Apple: Day 5

    By westernadmin | Wednesday, January 22, 2020

    On his last day in New York, Rinaldo Ritonga attended the Securities Industry and Financial Markets Association (SIFMA) Committee meeting.  WIS is a member of SIFMA (more…)

  • CIM Group Advisor Forum – Thu 1/23

    By westernadmin | Tuesday, January 21, 2020

    CIM is a community-focused real estate and infrastructure owner, operator and lender.  Since 1994, CIM has led more than $60 billion of projects in metropolitan communities (more…)

  • Secure Act is Here!

    By westernadmin | Sunday, January 19, 2020

    TRUCHOICE FINANCIAL       LEARN MORE

  • Rinaldo Visits the Big Apple: Day 4

    By westernadmin | Friday, January 17, 2020

    The main reason Rinaldo went to New York was to attend FINRA’s Cybersecurity Conference.  One of the speakers at the conference was Michael Driscoll, FBI Special Agent (more…)

  • Rinaldo Visits the Big Apple: Day 3

    By westernadmin | Thursday, January 16, 2020

    Our resident cyber evangelist Rinaldo spent his third day in New York visiting our Manhattan and Long Island branches (more…)

  • Black Diamond Performance Report Webinar – Thu, 1/16

    By westernadmin | Wednesday, January 15, 2020

    With the markets closing up for 2019, it’s a great time to learn how to run performances reports for your clients in Black Diamond.  We will be hosting a webinar tomorrow (more…)

  • Rinaldo Visits the Big Apple: Day 2

    By westernadmin | Wednesday, January 15, 2020

    On his second day in New York City, Rinaldo had the pleasure of meeting Atria's CTO, John Reinhardt, and Atria's General Counsel, Patricia Solfaro (more…)

  • Q1-2020 Advisory Fee Billing is Complete!

    By westernadmin | Tuesday, January 14, 2020

    Our billing team, Jasmin and Jesus, has completed Q1-2020 billing for our advisory accounts.  Your fees have been posted on M&O and will be paid out on Tuesday, January 21 (more…)

  • Rinaldo Visits the Big Apple!

    By westernadmin | Tuesday, January 14, 2020

    In case you're wondering where Rinaldo is, he is currently in New York, where he will be attending the FINRA Cybersecurity Conference and a SIFMA committee meeting, (more…)

  • WIS Welcomes Jennifer Frew – Registered Representative

    By westernadmin | Tuesday, January 14, 2020

    Jennifer Frew is currently a registered representative working with the Tarzana office team.  Jennifer passed her series 7 and 63 in 2011 and acquired her series 26 in 2015 (more…)

  • American Funds Advisor Forum – Thu, 1/16

    By westernadmin | Monday, January 13, 2020

    As we begin a new year, investors may be taking some time to reassess their portfolios and establish expectations for the road ahead.  If any lesson can be drawn from 2019 (more…)

  • TGIF!

    By westernadmin | Friday, January 10, 2020

    Keith Nunokawa, one of our home office advisors, provided our Pasadena team members with a box of tasty tamales! (more…)

  • Lake Tahoe Symposium 2020, Mar 3-5 – Register Now!

    By westernadmin | Friday, January 10, 2020

    Please join us for a valuable and educational experience, focusing on topics such as practice management and keeping you abreast on the latest financial technology being offered through WIS (more…)

  • Please Update Your Website to Comply with the CCPA

    By westernadmin | Wednesday, January 8, 2020

    If you have clients in California, you MUST make your website compliant to the new California Consumer Privacy Act (CCPA) immediately by doing the following (more…)

  • 4th Quarter 2019 Compliance Update

    By westernadmin | Tuesday, January 7, 2020

    FINRA published several compliance updates and regulatory guidelines during the 4th Quarter of 2019. Listed below are several of those findings for your review. (more…)

  • S2K Advisor Forum – Thu, 1/9

    By westernadmin | Monday, January 6, 2020

    On Thursday, January 9 at 11:30 AM PST, Chet Bogdan, Managing Director at S2K, will discussing the latest offering from S2K, PROC Hotel REIT, a product that offers (more…)