• July 2020 Anniversaries

    By westernadmin | Tuesday, June 30, 2020

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

  • New Email Series on Practice Management

    By westernadmin | Friday, June 26, 2020

    WIS is pleased to provide our advisors with a new email series designed to share tips, events, and resources on practice management. (more…)

  • WIS Client Agreement Updated for Reg BI

    By westernadmin | Friday, June 26, 2020

    As a reminder, Regulation Best Interest (“Reg BI”) becomes effective June 30, 2020. WIS has updated the Client Account (more…)

  • IRS Extends Rollover Deadline for 2020 RMDs

    By westernadmin | Friday, June 26, 2020

    The IRS has extended the rollover deadline for required minimum distributions (RMDs) taken from IRAs or company plans in 2020. (more…)

  • ‘Smart’ Integration

    By westernadmin | Wednesday, June 24, 2020

    The members of Smart Investments Advisory Incorporated are delighted to be new members of the WIS family. (more…)

  • ExchangeRight Advisor Forum

    By westernadmin | Tuesday, June 16, 2020

    Learn about how ExchangeRight's assets are performing in the midst of the COVID-19 crisis. (more…)

  • The Bears Are Back!

    By westernadmin | Friday, June 12, 2020

    Mama Bear and Baby Bear—the recurring stars of our Tuesday 9:30 meetings—made a reappearance this week! (more…)

  • FMG Suite Advisor Communications

    By westernadmin | Thursday, June 11, 2020

    FMG Suite is excited to introduce two new features for WIS Advisors: weekly market insights and video blogs! (more…)

  • Atria Advisor Forum Replay

    By westernadmin | Thursday, June 11, 2020

    In case you missed it! Here's the recording of the Advisor Forum back on Thursday, May 28, where we got to spend some time with (more…)

  • Meet BOB (Brokerage On-Boarding System)

    By westernadmin | Wednesday, June 10, 2020

    BOB is WIS’ new client onboarding system for the Fidelity platform that can be used by you or your clients to create accounts. (more…)

  • A Furry Addition to the WIS Family!

    By westernadmin | Thursday, June 4, 2020

    Say hello to Rascal, the five-month-old female Retriever-Poodle mix of WIS Advisor Dan Hazard and wife Paula. (more…)

  • Fidelity Signature Format Requirements

    By westernadmin | Wednesday, June 3, 2020

    Fidelity has notified their broker-dealers, that effective immediately, the only acceptable signatures formats (more…)