• Will you win a $300 AMEX gift card?

    By Andrew Kuo | Tuesday, August 31, 2021

    Tune in tomorrow, Wednesday, September 1 at 1:15pm PT to the annual Advisor Satisfaction Survey Drawing to find out if you’ll (more…)

  • Important Conference Announcement

    By Don Bizub | Thursday, August 26, 2021

    The decision whether to hold our annual conference is one we’ve anguished over for weeks, waiting until the last possible (more…)

  • 10 Things to Know About ESAs

    By The Slott Report | Wednesday, August 25, 2021

    It’s back to school time! Any parent will tell you that education can be expensive. You cannot afford to miss out on any possible option (more…)

  • Its Important to Review Your Beneficiary Forms

    By The Slott Report | Tuesday, August 24, 2021

    Regardless of whether you open an IRA, participate in a 401(k) plan, buy a life insurance policy, or start a college saving plan for a child, t (more…)

  • Account Services Tech Hangout

    By Rinaldo Ritonga | Monday, August 23, 2021

    Join us this Thursday, August 26 at 1:30 pm PT as we chat with Linda Brosche, Vice President of Account Services. (more…)

  • Your QCD Questions Answered

    By The Slott Report | Friday, August 20, 2021

    A Qualified Charitable Distribution (QCD) is a way for you to move funds out of your IRA to a qualifying charity income tax free. (more…)

  • NFS 2021 Annual Purge Announcement

    By Linda Brosche | Thursday, August 19, 2021

    National Financial Services LLC (NFS) conducts an annual purge from its name and address database of certain accounts that are both inactive (more…)

  • Golf on the Lake

    By westernadmin | Monday, August 16, 2021

    Dave Bibo, Head of Business Development, enjoyed a game of golf with Don Johnson at Edgewood Golf Course in South Lake Tahoe (more…)

  • Enterprise-wide Financial Professional Call

    By Doug Ketterer | Friday, August 13, 2021

    We are excited to share some important announcements and information with you during our enterprise-wide financial professional call (more…)

  • ENGAGE2021 Q&A with Kathy Comerford

    By Andrew Kuo | Thursday, August 12, 2021

    We are just 45 days away from this year’s annual conference at Walt Disney Swan and Dolphin Resort in Orlando, Florida! (more…)

  • The Transporter

    By westernadmin | Friday, August 6, 2021

    Pasadena rep Trevor Kleineahlbrandt is the proud owner of a 1999 BMW 740iL. (more…)

  • A Margarita Party for Your Clients

    By Bob Holcomb | Thursday, August 5, 2021

    I’m excited to announce our September Client Appreciation Event — a virtual event in our quarterly Client Appreciation (more…)

  • August 2021 Anniversaries

    By westernadmin | Tuesday, August 3, 2021

    Anniversaries are important to us at WIS.  This month we're featuring Paul Comi, Vice President Equity Trading.  The celebration of anniversaries gives us an opportunity to remember why we are all here, (more…)

  • 5 HSA Benefits That May Surprise You

    By The Slott Report | Tuesday, August 3, 2021

    You may be familiar with Health Savings Accounts (HSAs). These accounts have been around now for a while. (more…)

  • WIS Welcomes Alicia Braun, Assistant

    By westernadmin | Monday, August 2, 2021

    Meet Alicia Braun, a new, part-time Operations Associate Team Member with Masters Advisory Partners (MAP), (more…)