October 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…)
WIS advisor Travis Haukedahl of Westlake Village, CA would like to introduce you to 5-month-old miniature Goldendoodle, Brandi! (more…)
Joining us this week on our Tech Hangout podcast are Ventura, CA-based WIS advisor Gabriel Swan and Riskalyze Enterprise (more…)
Pershing is introducing Biometric login for NetX360. Biometric login for NetX360® (.net) is scheduled to be available on (more…)
After months of pandemic lockdown, economic uncertainty and civil unrest, now might not seem (more…)
Steve and Patty Richards (Steve is one of our Thought Leaders and works from his home office in Carlsbad, CA) (more…)
Join us this Wednesday on our weekly technology podcast. WIS' resident marketing expert, Natra Chau will be our guest this week. (more…)
Gradually, the IRS is clarifying sections of the SECURE Act that require further guidance. In Notice 2020-68, released September 2, (more…)
Say hello to Rufus, the curious cat of San Jose, CA-based WIS rep Michael Bernier. (more…)
Joining us this Wednesday on our Tech Hangout podcast is Greg Woodbury, VP of Business Development at FMG Suite, (more…)
In Notice 2020-68, issued September 2, 2020, the IRS gave limited guidance on certain retirement provisions of the Setting Every (more…)
Each year, National Financial and Pershing charge an inactive fee for accounts considered inactive (more…)
Financial Advisors are challenged to navigate the uncertainties presented by the Presidential Election season, a pandemic Coronavirus, (more…)
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WIS advisor John Holmquist was joined by Don Biz, Brad Kaiser and Andrew Kuo for a round of golf at Old Ranch Country Club in Seal Beach, CA. (more…)
National Financial Services LLC (NFS) will conduct an account purge from its name and address (more…)
Despite the COVID-19 pandemic, or maybe even because of it, real estate markets in many areas of the country are busy right now. (more…)
Join us for an Advisor Forum with Rob Reedy, CLU, ChFC, Vice President of Life Sales & Marketing, Brandon Hauck, Annuity Sales (more…)
Last Saturday WIS reps Chris Browning and Tamara Kirkland of Masters Advisory Partners held a Special BBQ Edition (more…)
When creating or resetting your password, there are several important rules to keep in mind. (more…)
As sure as the sun will rise, someone will take a distribution from his IRA tomorrow. And as sure as the moon will set, someone (more…)
It was a doggy — and kitty — takeover yesterday morning on Zoom! The four-legged members of the WIS family were the stars (more…)
Deanna Porner is the new assistant to WIS Financial Advisor, Bill McBride, in West Hollywood, CA. Deanna knows that (more…)
In observance of Labor Day, WIS will be closed on Monday, September 7, 2020. (more…)
Meet the adorable dogs of our very own Karen Chung, Director of Risk Management: Zoey and Scooter! (more…)
Fidelity has announced key dates & deadlines for the Premiere Select Retirement Account Annual Maintenance Fees billing. (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
Sydney Cooney, the “Target Commercial Girl” and daughter of our Denver, CO branch Sr. Registered Client Associate, Marcy Vaughan, (more…)
Join us this Wednesday on our weekly technology podcast where Dave Eversfield, one of our Pasadena advisors, will share (more…)