Helen to the Rescue!
WIS Sales Supervisor Helen Kerz rescues dogs because they are so appreciative of a good home and have brought her so much joy. (more…)
WIS Sales Supervisor Helen Kerz rescues dogs because they are so appreciative of a good home and have brought her so much joy. (more…)
On Thursday, November 26, 2020, WIS will be closed in observance of the Thanksgiving holiday. (more…)
We hope you enjoyed the 2020 National Conference last week! As part of our commitment to delivering industry-leading wealth management (more…)
Thank you for attending the 2020 National Conference! We hope you found it informative, filled with action-oriented ideas and (more…)
Many of you have started increasing your staff to add much needed support. To make this as easy as possible for you, we are now (more…)
Welcome to the third and final day of the 2020 National Conference. We’ve had a wonderful time Reimagining the Possibilities with you all, but (more…)
Do you want to take on more clients but don’t know where to find the time? Or is your business at a ceiling that you can’t seem to push past? (more…)
We want to take a moment to talk about the inaugural WIS conference commencing tomorrow, Tuesday November 17 at 8:00 am PT! (more…)
Join Jason Hayes, Senior Vice President, and Roger Shreero, Managing Director and Head of Acquisitions, for a post-election look (more…)
As a reminder the Fidelity Premiere Select Retirement Account Annual Maintenance Fee will be charged on Monday, November 16, (more…)
All banks, federal offices and the fixed income market are closed on Wednesday, November 11, in observance of Veterans Day. (more…)
Peter Falco, Director of Broker-Dealer Services at FS-ISAC, joins us this week on our technology podcast. The Financial Services Information (more…)
Charles Jensen will be discussing tax advantaged solutions using RE Alternative Investments, investments in Private Placements (more…)
The Information Technology Team is aware of an on-going phishing campaign that involves fraudulent emails (more…)
When a person under the age of 59 ½ takes a withdrawal from their IRA or company plan - like a 401(k) – there is a 10% penalty. (more…)
The year 2020 has been a challenging one. With coronavirus cases rising in most of the country and economic relief stalled in Congress, (more…)
WIS is celebrating the arrival of the newest member of the WIS family, Yuliana Ontiveros-Arreola. Yaneth Arreola of our Operations team (more…)
Producers Choice Network, one of WIS' strategic insurance partners, has provided an insurance industry update that is timely, (more…)
Long Island sibling duo Rocky and Cali, pugs of Mike Bonagura of our Fixed Income Trading team, couldn't look any cuter in their (more…)
This week's technology podcast centers around DocuSign and how to make the most of electronic signatures. (more…)
We are delighted to announce the 2020 National Conference: Reimagine the Possibilities is coming soon to your home office: November 17-19! (more…)
Wedbush has notified WIS that in anticipation of uncertainty regarding the Election, Tuesday, November 3 and Wednesday November 4, (more…)
With Halloween looking very different this year, the WIS team decided to make the most of the situation (and modern technology!) by (more…)
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)