May 2020 Anniversaries
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
Christian Perez rejoins us as a Client Service Associate who works with Nazeeh Aranki in Pasadena assisting with client (more…)
Join us for a 30-minute webcast, Power Up the Digital Tools at Your Fingertips, to identify the digital tools you (more…)
So you’re stuck at home with no place to go…? It’s not a bad idea to complete your FINRA element CE now while you have a chance. (more…)
In the webinar, we will discuss how advisors are using Riskalyze to help clients visually see the benefits of their portfolios. You will (more…)
Beginning May 1, 2020, the annual cost for Pershing Corestone and Silver check writing and debit card accounts will increase (more…)
Effective immediately, when providing verbal verification of a transaction, please provide the following: (more…)
eMoney has put together a 3-part webinar series, Insights and Best Practices for Planning During Times of Disruption, where (more…)
This new version has been updated with Notice of Collection of Personal Information for California Residents. (more…)
In response to the pandemic, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed by Congress. Included in (more…)
Just as technology advances, so do the tools cybercriminals use to steal from clients. Wire fraud, identity theft, and email (more…)
In order to uphold social distancing at the home office, a small group of the WIS team paraded outside the Trading area (more…)
As you work through these unprecedented times, Fidelity is here to support you with our most up-to-date insights on the markets. (more…)
QUODD will be demonstrating their market data workstation, QUODD Equity+, which is a comprehensive workstation designed for (more…)
The Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act), signed into law became law on March 27, 2020. A provision (more…)
Dispersed and distracted by today’s remote-work reality, even the best-performing teams can lose momentum and focus. It’s time (more…)
Learn how to design a DocuSign workflow that will save you time and, ultimately, build customer loyalty. (more…)
As you work through these unprecedented times, Fidelity is here to support you with our most up-to-date insights on the markets. (more…)
Fidelity has supplied information for small businesses that are considering applying for a loan through the Paycheck Protection (more…)
As previously communicated by Fidelity in our April 7, 2020 blog posting called "Important IRA Changes Due to COVID-19 Stimulus Package," (more…)
On Wednesday, April 8, 2020, the Depository Trust Company (DTC) issued an operations notice stating that, until further notice due to (more…)
For the Financial Professional, building strong relationships is essential for long-term success. It’s about establishing a rapport, and (more…)
The worldwide spread of the new Coronavirus is being used by bad guys to scare people into clicking on links, open malicious (more…)
On April 6, 2020, the Argentina government enacted Decree 346/2020 stating that the current macroeconomic situation requires debt (more…)
On Monday, 4/13/20, Fidelity will host, “Investment Management Outlook: Managing Risk & Opportunity through the Crisis." (more…)
CPS INSURANCE SERVICES LEARN MORE
Right now, the demands on your time, expertise and emotional resiliency have never been greater. It’s critical to adjust priorities, manage (more…)
Market disruptions are often stressful times for firms, advisors and investors. It is natural for investors to become concerned—and (more…)
Missed one of our Advisor Forums? Want to go "Inside WIS" and meet some of our home office teams? Visit the new WIS Live Stream (more…)
In observance of Good Friday, WIS will be closed on Friday, April 10, 2020. (more…)
As part of our new initiative to utilize video conferencing as a method of communication, we were able to check in with Kristi Avery and (more…)
Sacramento, CA-based WIS rep Nancy Cole welcomed a granddaughter into the world this morning! (more…)
The 'CARES Act - Issues for Independent Financial Services Firms and Advisors' webinar will air next Tuesday, April 14 at 12:00 PM Pacific (more…)
On March 27, the President signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act), the third COVID-19 relief bill, into law. (more…)
Watch how simple it is to use Quik! Forms' one-click auto-populating field feature in order to finish your paperwork as fast as possible. (more…)
Part of the coronavirus stimulus bill, it picks up payroll costs for employers. (more…)
Watch this quick, two-minute video demonstrating how to make a remote check deposit using the Pershing NetX360 mobile app. (more…)
As a result of COVID-19-related challenges experienced by Pershing’s print vendor, some investors may receive their Pershing-printed (more…)
Are you and your teams using Zoom correctly? Read this blog post to learn about the WIS guidelines for using the (more…)