• Advisory Services Tech Hangout

    By Rinaldo Ritonga | Tuesday, July 27, 2021

    Tune in on Thursday, July 29 at 1:30 pm PT as we sit down with Danielle Llamas, new head of Advisory Services at WIS. (more…)

  • The Travelogue: Laissez Les Bon Temps Rouler

    By westernadmin | Wednesday, July 21, 2021

    Cajun French for “Let the good times roll," laissez les bon temps rouler is an expression you'll hear all across South Louisiana, (more…)

  • Atria Tech Hangout – Thu, 7/22

    By Rinaldo Ritonga | Friday, July 16, 2021

    Atria's Data Services team assists advisors in making informed decisions by providing quality data in a timely manner via Unio™ (more…)

  • Can EDBs Split Inherited IRAs?

    By westernadmin | Wednesday, July 14, 2021

    A surviving spouse has a number of options regarding how to deal with IRAs inherited from his or her deceased spouse. The age of both (more…)

  • May 2021 Anniversaries – Correction

    By westernadmin | Monday, July 12, 2021

    It was brought to our attention (thank you Deborah Frankel, shown below with her Mom) that the May blog posting regarding Anniversaries was incorrect.  (more…)

  • How You Can Reduce Your RMD

    By westernadmin | Friday, July 9, 2021

    When you contribute to a traditional IRA you make a deal with Uncle Sam. You can get a tax deduction and tax deferral on any earnings (more…)

  • July 2021 Anniversaries

    By westernadmin | Friday, July 2, 2021

    Anniversaries are important to us at WIS.  This month we're featuring Matt Mogush, Associate Compliance.  The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)

  • Don’s SoCal Summer Tour Continues

    By westernadmin | Friday, July 2, 2021

    While in the San Diego area, Don Biz stopped by the office of father-son advisor duo Bill and Mike Holland of the Holland Group, Inc. (more…)