July 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…)
Manuel Vega of our Transition Team works remotely four days out of the week, so he decided to celebrate his birthday with us (more…)
WIS has updated the Client Account Agreement to conform to Regulation Best Interest (Reg BI) & Client Relationship Summary (more…)
WIS is pleased to provide our advisors with a curated selection of economic research and market insights (more…)
This memorandum is to remind representatives and team members Regulation Best Interest (“Reg BI) becomes effective June 30, (more…)
WIS is pleased to provide our advisors with a new email series designed to share tips, events, and resources on practice management. (more…)
Atria Wealth Solutions is excited to present an exclusive virtual class next month hosted by Tony Porcellini, (more…)
As a reminder, Regulation Best Interest (“Reg BI”) becomes effective June 30, 2020. WIS has updated the Client Account (more…)
The IRS has extended the rollover deadline for required minimum distributions (RMDs) taken from IRAs or company plans in 2020. (more…)
With interest rates near zero, what strategies are available to your clients who need liquidity today? (more…)
CPS INSURANCE SERVICES LEARN MORE
The members of Smart Investments Advisory Incorporated are delighted to be new members of the WIS family. (more…)
The Cash Management Hub in Wealthscape Investor has introduced the first of several online self-service capabilities. Cardholders now (more…)
On June 30, 2020, the Planning Calculators currently available on Wealthscape and Wealthscape Investor (more…)
Please join us this week for an Advisor Forum hosted by American Funds. (more…)
The CARES Act allows for certain coronavirus-related distributions in 2020 for those who meet eligibility requirements with a (more…)
Wedbush is closing at 1:30 PM today, Friday, June 19, in observance of Juneteenth. The cutoff for all cashiering is 10:30 AM.
Sometimes, keeping stats on a book of business can be difficult. Advisors have to constantly be answering different questions (more…)
Learn about how ExchangeRight's assets are performing in the midst of the COVID-19 crisis. (more…)
Fidelity has introduced new enhancements to Corporate Action Manager in Wealthscape. (more…)
Samarth is an incoming senior at UCLA studying economics and entrepreneurship, and has recently joined WIS as (more…)
By now, most IRA owners have heard the bad news. The SECURE Act eliminates the stretch IRA for the majority of beneficiaries who (more…)
Jacob is an incoming senior at Cornell University and has recently joined WIS as an intern for our New Business Development team. He is (more…)
Mama Bear and Baby Bear—the recurring stars of our Tuesday 9:30 meetings—made a reappearance this week! (more…)
Fidelity has introduced a new alert and enhancements to existing alerts for Wealthscape users. (more…)
FMG Suite is excited to introduce two new features for WIS Advisors: weekly market insights and video blogs! (more…)
Beginning with the Wealthscape release scheduled for Friday, June 12, 2020, users will be able to hide closed accounts from view (more…)
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…)
BOB is WIS’ new client onboarding system for the Fidelity platform that can be used by you or your clients to create accounts. (more…)
In the past, accommodative policy from the Fed has inflated asset prices—how much? (more…)
Join this Advisor Forum for 1031 Exchange & DST education as well as strategies 1) to identify new sources of business and (more…)
Say hello to Rascal, the five-month-old female Retriever-Poodle mix of WIS Advisor Dan Hazard and wife Paula. (more…)
In the recent release of Wealthscape and Wealthscape Investor portal, users are now able to view and as well as print and (more…)
Fidelity has notified their broker-dealers, that effective immediately, the only acceptable signatures formats (more…)
Please be aware that at 1:00 PM Pacific on Wednesday, June 3, Fidelity's New Account System will be offline until the following morning due (more…)
Pershing 2019 brokerage account statement received an “Excellent” rating and was rated first in the 2019 DALBAR® Trends and (more…)
You’re invited to join an Advisor Forum hosted by Producers Choice Network on Thursday 6/4/2020 at 11:30 AM Pacific. (more…)