• Save the Date: 2021 Support Team Forum

    By westernadmin | Friday, April 30, 2021

    We are excited to announce that the 2021 Support Team Forum will be held virtually once again on June 15! Expanding on the successful (more…)

  • Year of Death RMD and Spousal Rollovers

    By westernadmin | Friday, April 30, 2021

    There are always questions as to the correct way to handle the required minimum distribution (RMD) for the year of death (more…)

  • MyRepChat Tech Hangout – Wed, 4/28

    By westernadmin | Tuesday, April 27, 2021

    Doug Drenckpohl, Account Manager at MyRepChat, will be guesting on this week's tech podcast to walk you through how to (more…)

  • Watch Past Tech Hangout Episodes Now

    By westernadmin | Tuesday, April 20, 2021

    While there's no Tech Hangout this week, you can still get your weekly dose of tech-knowledge by viewing the Training Videos (more…)

  • PIMCO Advisor Forum – Thu, 4/22

    By westernadmin | Monday, April 19, 2021

    Please join us next week, Thursday, April 22 at 11:30 am PT for an Advisor Forum hosted by PIMCO on client discovery (more…)

  • The Edge: March/April 2021

    By westernadmin | Monday, April 19, 2021

    What do springtime and The Edge have in common? You guessed it - both are synonymous with growth. So, we felt there was no (more…)

  • Who Must Take the Year-of-Death RMD

    By westernadmin | Wednesday, April 14, 2021

    Required minimum distributions (RMDs) were waived for 2020 but they are back now for 2021. This includes the RMD for the (more…)

  • Advisory Tech Hangout – Wed, 4/14

    By westernadmin | Tuesday, April 13, 2021

    Join us tomorrow, Wednesday, April 14 at 1:30 pm PT for a special Tech Hangout with Sean Meighan, Head of Advisory (more…)

  • WIS Client Agreement Update – April 2021

    By westernadmin | Wednesday, April 7, 2021

    The WIS Client Agreement (V19) has been updated to include the most current version of the Form CRS and Brokerage Service (more…)

  • Northwest Regional Meeting – Tue, 4/20

    By westernadmin | Tuesday, April 6, 2021

    Secure your spot for this interactive virtual meeting! Please join Brian Nelson, Head of Practice Management, your peers and (more…)

  • April 2021 Anniversaries

    By westernadmin | Monday, April 5, 2021

    Anniversaries are important to us at WIS, this month we're featuring Ashley Armenta.  The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)