• New Wealthscape Margin Interest Rate Display

    By westernadmin | Thursday, July 30, 2020

    Beginning Friday, July 31, 2020, a new functionality will exist in Wealthscape Profile/Features called NFS (Fidelity) Interest Rate. (more…)

  • Microsoft OneDrive Webinar – Wed, 7/29

    By westernadmin | Friday, July 24, 2020

    With the growing presence and sophistication of online threats, it’s increasingly important to have the right protection (more…)

  • BOB Training – Thu, 7/23

    By westernadmin | Tuesday, July 21, 2020

    Helen Kerz, one of our supervisors, has organized a training session with the WIS Technology Team on the firm’s new “Brokerage On (more…)

  • Outlook Application Down

    By westernadmin | Wednesday, July 15, 2020

    The Microsoft Outlook application is crashing for some users upon launching. If you are experiencing problems opening the application, please (more…)

  • Cottonwood Advisor Forum – Thu, 7/16

    By westernadmin | Monday, July 13, 2020

    Cottonwood Communities is a public, non-traded REIT that seeks to invest in high-quality multifamily real estate and (more…)

  • Top 12 RMD Waiver Questions

    By westernadmin | Monday, July 13, 2020

    As we have written on many occasions, the “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act) waives (more…)

  • Upcoming MyRepChat Webinars!

    By westernadmin | Tuesday, July 7, 2020

    MyRepChat is a communication platform designed for financial advisors by a financial advisor. The solution offers a compliant (more…)

  • GWG Advisor Forum – Thu, 7/9

    By westernadmin | Tuesday, July 7, 2020

    GWG Holdings, Inc. (GWG), a NASDAQ-traded publicly company, has been providing investors competitive solutions for 14 years. (more…)

  • 2020 WIS Satisfaction Survey Is Out Now!

    By westernadmin | Wednesday, July 1, 2020

    Check your inboxes for the annual WIS Satisfaction Survey. Everyone who completes the survey will be entered in a drawing for (more…)