As of June 30, 2020, the Planning Calculators currently available on Wealthscape and Wealthscape Investor were retired by (more…)
Beginning Friday, July 31, 2020, a new functionality will exist in Wealthscape Profile/Features called NFS (Fidelity) Interest Rate. (more…)
On June 23, 2020, the IRS issued Notice 2020-51 ("Notice") which provides guidance regarding the repayment of required minimum distributions (more…)
It happens. You have made a 2019 contribution to the wrong type of IRA. All is not lost. That contribution can be recharacterized. (more…)
As financial technology continues to evolve, we're focused on building flexible, efficient desktop solutions for our customers. (more…)
CPS INSURANCE SERVICES LEARN MORE
With the growing presence and sophistication of online threats, it’s increasingly important to have the right protection (more…)
Fiona is an incoming junior at the University of California, Irvine and has recently joined WIS as an intern for our New Business (more…)
Jacqueline is an incoming junior at the University of California, Irvine and has recently joined WIS as an intern for our New (more…)
Helen Kerz, one of our supervisors, has organized a training session with the WIS Technology Team on the firm’s new “Brokerage On (more…)
Scott Slater, Vice President of Practice Management & Consulting at Fidelity Investments, will join our very own Don Bizub for (more…)
Yesterday, two of our advisors in New York, Gina Boyle and Lorraine DiPaolo, had a Zoom conference call with our head of Technology (more…)
Hear Dirk Hofschire assess U.S. and global economic and financial market trends as we progress into the third quarter. (more…)
The Microsoft Outlook application is crashing for some users upon launching. If you are experiencing problems opening the application, please (more…)
Complimentary Webinar: July 23rd TRUCHOICE FINANCIAL LEARN MORE
The IRS has announced that victims of the April tornadoes, severe storms and flooding that took place in parts of Mississippi, South (more…)
with Key Person Life Coverage CPS INSURANCE SERVICES LEARN MORE
CPS INSURANCE SERVICES LEARN MORE
As a reminder, the IRS has extended the 2019 tax filing deadline. As part of this extension, the 2019 IRA contribution deadline (more…)
As a reminder, the IRS has extended the 2019 tax filing deadline. As part of this extension, the 2019 IRA contribution deadlines (more…)
Cottonwood Communities is a public, non-traded REIT that seeks to invest in high-quality multifamily real estate and (more…)
As we have written on many occasions, the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) waives (more…)
MyRepChat is a communication platform designed for financial advisors by a financial advisor. The solution offers a compliant (more…)
GWG Holdings, Inc. (GWG), a NASDAQ-traded publicly company, has been providing investors competitive solutions for 14 years. (more…)
IRAs are supposed to be for saving for retirement but in challenging economic times like these many individuals may (more…)
Effective immediately, the Pershing Los Angeles office is temporarily closed for mail processing until July 20. Pershing is (more…)
In observance of Independence Day, WIS will be closed on Friday, July 3, 2020. (more…)
Yocari Lara, one of our New York City advisors, tells us how he discovered BOB, his experience using BOB, and why he (more…)
After a six-month sprint through a diabolical obstacle course of new laws, a pandemic, record unemployment, deaths, (more…)
Technicals point to a correction—but it's not totally unexpected. (more…)
Check your inboxes for the annual WIS Satisfaction Survey. Everyone who completes the survey will be entered in a drawing for (more…)
Kevin BeardChief Growth Officer and Founding Partner |
Kevin is responsible for the firm’s overall growth and acquisition strategy and financial professional recruitment.
Kevin has more than 20 years of experience in the independent broker-dealer (IBD) industry. Before founding Atria, he led the Recruiting and Acquisition Strategy division for AIG Advisor Group, where he developed the firm’s advisor recruiting strategy and led the comprehensive planning process for all acquisitions. He also successfully led numerous IBD platform acquisitions and established an advisor recruiting team. Before his tenure at AIG Advisor Group, Kevin was a regional director with Rehmann and co-founded two companies: Innovative Advanced Resources, a specialized, high net worth investment distribution and business advisory firm serving financial advisors and asset managers, and Beard Management Inc., a wealth management consulting firm. Kevin earned a Bachelor of Arts in finance from Kent State University. He currently serves as Northeast Ohio Corporate Chair for the Arthritis Foundation and Secretary for the FSI Marketing Council. He is also a member of the Diversity and Inclusion Committee for the Bank Insurance & Securities Association. |
Eugene Elias Jr.Chief Operating Officer and Founding Partner |
Eugene has more than 20 years of experience in wealth management, leading businesses, technology and operations. He has focused his entire career on deepening the relationship between advisors and technology, empowering them to become more efficient and equipping them with the tools they need to grow their practices.
In 2017, Eugene and two partners founded Atria Wealth Solutions to provide financial professionals with a next generation set of tools, services and capabilities that would not only enable them to prosper in today’s environment but provide them with a clear path to the future of wealth management. He began his career as a financial advisor — an experience that gives him a unique perspective on creating advisor-minded solutions. Before founding Atria, Eugene was responsible for Morgan Stanley’s client and advisor platforms, leading key initiatives that included the rollout of client-facing mobile applications and redesigning the firm’s advisor workstation and client website. He spent six years in Europe running Morgan Stanley’s international technology platform for its EMEA and Asian International Private Wealth Management businesses. Eugene also served as CIO of Zions Bancorporation’s newly created wealth management unit, Contango Capital Advisors, where he designed and implemented the unit’s operating platform. |
Doug KettererChief Executive Officer and Founding Partner |
Doug has over 30 years of experience in the wealth management industry. Before launching Atria in 2017, he spent most of his career at Morgan Stanley, where he successfully led the firm’s entire U.S. financial advisor and branch office network as the Head of Field Management and was responsible for its Private Wealth Management business, focusing on ultra-high-net-worth clients.
Doug also held multiple leadership positions within Morgan Stanley’s wealth management division, including oversight of the product and services organization and development of the strategy and client segmentation organization. Beyond his wealth management experience, he served as a key executive in Morgan Stanley’s asset management division and spent many years in investment banking. Doug earned a Bachelor of Science in finance from The University at Albany and an MBA from New York University’s Leonard N. Stern School of Business. He serves on the Board of Directors of Atria Wealth Solutions, the board of the Financial Services Institute and is the president of a 9/11-related 501(c)(3) focused on providing scholarships to college students in financial need. |
Bill MorrisseyPresident |
With extensive experience and a successful track record of designing a value proposition that drives growth for financial professionals and wealth management firms, Bill is an authority in combining the best elements of highly effective growth and practice management strategies that optimize the culture and quality of the financial professional community.
A proven background in executive leadership at prominent independent, wirehouse and regional broker-dealers gives him unmatched insight into developing an environment that best positions the independent financial professional for success in every area of a financial practice. |
