• May 2020 Anniversaries

    By westernadmin | Thursday, April 30, 2020

    Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)

  • WIS Welcomes Back Christian Perez!

    By westernadmin | Thursday, April 30, 2020

    Christian Perez rejoins us as a Client Service Associate who works with Nazeeh Aranki in Pasadena assisting with client (more…)

  • Riskalyze Advisor Forum – Thu, 4/30

    By westernadmin | Tuesday, April 28, 2020

    In the webinar, we will discuss how advisors are using Riskalyze to help clients visually see the benefits of their portfolios. You will (more…)

  • Change in Pershing Fees

    By westernadmin | Monday, April 27, 2020

    Beginning May 1, 2020, the annual cost for Pershing Corestone and Silver check writing and debit card accounts will increase (more…)

  • New Version of WIS Client Agreement

    By westernadmin | Wednesday, April 22, 2020

    This new version has been updated with Notice of Collection of Personal Information for California Residents. (more…)

  • Quodd Advisor Forum – Thu, 4/23

    By westernadmin | Monday, April 20, 2020

    QUODD will be demonstrating their market data workstation, QUODD Equity+, which is a comprehensive workstation designed for (more…)

  • Fidelity RMD Client Notification

    By westernadmin | Friday, April 17, 2020

    The Coronavirus Aid, Relief, and Economic Security Act (“CARES” Act), signed into law became law on March 27, 2020. A provision (more…)

  • DocuSign Workshop #4: Workflow

    By westernadmin | Thursday, April 16, 2020

    Learn how to design a DocuSign workflow that will save you time and, ultimately, build customer loyalty. (more…)

  • Fidelity – CARES Act Information & Updates

    By westernadmin | Wednesday, April 15, 2020

    Fidelity has supplied information for small businesses that are considering applying for a loan through the Paycheck Protection (more…)

  • FMG Suite Advisor Forum – Thu, 4/16

    By westernadmin | Tuesday, April 14, 2020

    For the Financial Professional, building strong relationships is essential for long-term success. It’s about establishing a rapport, and (more…)

  • Beware of Spear Phishing

    By westernadmin | Monday, April 13, 2020

    The worldwide spread of the new Coronavirus is being used by bad guys to scare people into clicking on links, open malicious (more…)

  • Argentina Public Debt Restructuring

    By westernadmin | Monday, April 13, 2020

    On April 6, 2020, the Argentina government enacted Decree 346/2020 stating that the current macroeconomic situation requires debt (more…)

  • Rewatch Your Favorite WIS Videos Anytime!

    By westernadmin | Thursday, April 9, 2020

    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…)

  • Here to Help, Especially in Uncertain Times

    By westernadmin | Wednesday, April 8, 2020

    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…)

  • A New Addition to the WIS Family!

    By westernadmin | Tuesday, April 7, 2020

    Sacramento, CA-based WIS rep Nancy Cole welcomed a granddaughter into the world this morning! (more…)

  • FSI CARES Act Webinar – Tue, 4/14

    By westernadmin | Tuesday, April 7, 2020

    The 'CARES Act - Issues for Independent Financial Services Firms and Advisors' webinar will air next Tuesday, April 14 at 12:00 PM Pacific (more…)

  • DocuSign Workshop #3: Quik! Forms Integration

    By westernadmin | Tuesday, April 7, 2020

    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…)

  • Make Remote Check Deposits with Pershing

    By westernadmin | Monday, April 6, 2020

    Watch this quick, two-minute video demonstrating how to make a remote check deposit using the Pershing NetX360 mobile app. (more…)

  • Zoom Meeting Guidelines

    By westernadmin | Monday, April 6, 2020

    Are you and your teams using Zoom correctly? Read this blog post to learn about the WIS guidelines for using the (more…)