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What a therapist, scholar, monk, C.E.O. and others can teach us about bringing our best to everything we do, every day. (more…)
Mark your calendars, ladies! WIS is excited to announce that the second annual Women’s Symposium will be held this May (more…)
In today’s world of globalization and interdependence and in times of financial crisis, issues such as climate change, biodiversity, human (more…)
Thank you to Advisor Victor DeLucie, the first to donate professional clothing for the drive to replenish the inventory of (more…)
Sly Pusiri, Senior Vice President of Capital Markets, is representing Inspired Healthcare Capital on Thursday, 2/27 (more…)
Dear WIS Family, We were saddened to hear that a wonderful Southern California charity, Working Wardrobes, lost everything earlier this month (more…)
Time is running out to register for this year’s Lake Tahoe Symposium. There are only a few rooms left at the resort and they’re filling up fast! Don’t miss out on what should be (more…)
eMoney is hosting a webinar for those advisors looking to learn more about how to digitize the client experience for (more…)
In observance of the Presidents' Day holiday, WIS will be closed Monday, February 17, 2020. All Financial Markets – Closed (more…)
We're celebrating Valentine's Day with a super sweet dessert potluck at the home office, with everything from cookie cakes to (more…)
WIS Advisors – Fidelity Custody and Clearing offers No Transaction Fee (NTF) mutual funds and Exchange Traded Funds (ETF) through our Advisor One program (more…)
WIS Advisor Jacob Williams, who joined WIS in March 2019, has been partnering with CPS Insurance Services to provide long-term insurance (more…)
Some of our local WIS advisors were joined yesterday by Black Creek Group’s John Norris, Managing Director, and Aaron McBride, Wholesaler. John and Aaron (more…)
As the U.S. Department of Labor considers its next step on a proposal issued in the autumn that would allow retirement plan sponsors to deliver their plan disclosures online (more…)
Nothing says happy birthday like an office filled with balloons! We celebrated Andrew's birthday, which was on Sunday, here at the WIS home office with (more…)
Ken Dunn and CPS Insurance Services' Brandon Hauck star in our latest IMO spotlight, where they provide several WIS insurance updates since 2019, go over the latest (more…)
Karl Strauss Brewery Happy Hour CPS INSURANCE SERVICES LEARN MORE
Record stock market performance and a strong labor market have bolstered Americans' personal financial satisfaction to an all-time high. Here's how to make sense of (more…)
A Life Policy for People Living with Diabetes CPS INSURANCE SERVICES LEARN MORE
From Western and Southern, Courtesy of CPS CPS INSURANCE SERVICES LEARN MORE
Join us for an informative discussion regarding how implementing insurance into your practice can help optimize your client’s retirement success. Attendees will learn (more…)
Some people collect stamps, coins, autographs, or baseball cards; but for Mike Patatian, one of our Westlake Village advisors, it's selfies (more…)
Don't forget! Highland Capital Brokerage will be hosting an advisor forum today (more…)
If you’re one of almost 69 million Americans who receive Social Security or Supplemental Security Income benefits, you’ll notice a small change in your monthly check (more…)
WIS Advisory team member Chris Cerini stops by the new office space of Dan Warren and Dave Glienke in (more…)
Doron and his wife, Phyllis, continued their trek throughout the southern hemisphere by journeying to Easter Island, a territory of Chile located in the southeastern Pacific (more…)
Highland Capital Brokerage is committed to partnering with financial advisors using our core competencies of life insurance, annuities, and long term care. We distinguish (more…)
Many of you know our Director of Technology, Rinaldo Ritonga, but perhaps you may not realize how long Rinaldo has been with us. Rinaldo started at WIS on his (more…)