June 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…)
Please join an introductory Zoom call with Atria Wealth Solution’s leadership team. (more…)
Organizations are starting to plan for an eventual return to the office—and what that may look like for their firms, associates, (more…)
Many people view cost basis and performance as like metrics. In reality, these metrics tell two different stories. Clients often ask (more…)
WIS will be closed Monday, May 25, 2020, in observance of the Memorial Day holiday. (more…)
Sydney Cooney, daughter of our Denver Colorado branch Sr. Registered Client Associate, Marcy Vaughan, can be seen in the nationally (more…)
CPS INSURANCE SERVICES LEARN MORE
Addition of fifth broker-dealer allows Atria to serve nearly 2,500 advisors with $75 billion of AUA (more…)
Last week we we asked the WIS Team to name the best Streaming Shows (YouTube included) to watch during lockdown and where to stream them. (more…)
What You Need to Know about FSI’s New Financial Advisor Group Health Plan (more…)
Triton Pacific is a Los Angeles, CA based private equity firm founded in 2001 and is the sponsor of Tasty Brands, LP, a tax-advantaged (more…)
On Friday, May 15, the Depository Trust Company (DTC) issued an operations notice stating that they will resume limited services on (more…)
TRUCHOICE FINANCIAL LEARN MORE
TRUCHOICE FINANCIAL LEARN MORE
While most of the Pasadena team might be working from home these days, we're still making sure that no birthday goes (more…)
You'll never guess who decided to crash our 9:30 meeting on Zoom yesterday... (more…)
Starting Friday, May 15, we will be implementing a cybersecurity tool that will scan your computers as you login to our website. (more…)
Are your clients concerned about retirement income? CMCT Preferred Stock is eligible for taxable or qualified accounts and fee-based (more…)
We bid a fond farewell to Naomi Rominski, who joined WIS in 2011 as assistant to Denver-based WIS advisor Peter Steege. Tomorrow (more…)
As cases of COVID-19 began to appear in the state of California, enabling the WIS team to work from home in order to prevent (more…)
Eric Retzlaff and Kevin Greene of Spring Hills Holdings will be hosting an advisor forum focusing on understanding Senior Care Investment (more…)
FINRA warns member firms of a widespread, ongoing phishing campaign that involves fraudulent emails purporting to be from FINRA (more…)
On Thursday, April 30, the Depository Trust Company (DTC) issued an operations notice stating that the suspension of all (more…)
In this webinar originally recorded on April 30, 2020, eMoney discusses the recent legislation related to the SECURE and CARES Act (more…)
Fidelity has revised the following forms. Please begin using the new version immediately. Previous versions will not be accepted after May 31, 2020. New versions are dated November 2019. (more…)
Due to short sale restrictions in certain foreign countries, Pershing is instituting a new mandatory Rule 603 to The Rules (more…)
Today more than ever, during these unusual times, our clients and their families are feeling stressed and vulnerable in all (more…)
The following message will appear on client account statements each month beginning with the April 2020 statement and ending (more…)
The SECURE Act was a game changer for trusts named as an IRA beneficiary. Most trusts will be limited to a 10-year payout rule, just (more…)
As previously communicated, the CARES (Coronavirus Aid, Relief and Economic Security) Act was signed into law on March 27, (more…)
The Coronavirus Aid, Relief and Economic Recovery Act (CARES Act), signed into law on March 27, includes several important (more…)