News

WIS and Adopt A Highway Maintenance Corporation® Are Keeping California’s Highways Litter-Free

PASADENA, Calif. (PRWEB) January 05, 2019

Western International Securities, Inc. has joined the California Sponsor A Highway® Program. Each sponsored sign promotes highway litter-removal efforts to keep highways clean and safe in California. In an industry that lacks a personalized approach, Western International makes it a company goal to tailor their advice to the unique needs of each company they serve. As a business that cares for others, they felt it was an excellent opportunity to join forces with Adopt A Highway Maintenance Corporation®.

WIS Announces its 2019 Tahoe Symposium

Western International Securities Inc., an independent broker-dealer, will hold its 2019 Tahoe Symposium on March 5th – 7th, 2019, at the Hyatt Regency in Incline Village, NV. The event will bring together Western Advisors, product sponsors and leading industry vendors from such areas as financial planning and back office integration. Stay tuned for information about speakers and special guests.

WIS to Offer eMoney Advisor’s Financial Planning Platform to Its Brokers and Advisors

High-end, financial solutions platform firm Western International Securities (WIS) has partnered with eMoney Advisor to further its commitment to empower advisor success and expand its integrated technology platform.

Beginning in mid- December, Western will launch their integrated client portal and financial planning tools, which will be powered by eMoney’s industry-leading wealth management technology. More than 400 advisors affiliated with Western will be offered direct access to trading and account level details with easy access, single sign-on coupled with a constantly improving client experience.

eMoney’s industry-leading client portal offers the clients of Western advisors a real-time, on-demand financial experience that strengthens relationships and keeps advisors at the forefront of digital trends. Features of the platform include self-registration and onboarding, mobile web access, account aggregation and organization, and unlimited, secure document storage.

“Advisors’ jobs are more challenging than ever before. eMoney’s wealth management technology enables advisors to exceed their clients’ high expectations efficiently and effectively,” said Stephen Langlois, Head of Business Development at eMoney. “We’re confident that Western’s advisors will find that the new integrated tech platform provides the support and cutting-edge tools to scale and grow their businesses.”

WIS to Feature Cybersecurity Expert Jeff Lanza at 2018 Conference

In light of the constantly emerging cyber threats in the financial world, Western will feature speaker Jeff Lanza, retired FBI cybersecurity expert. Western International Securities Inc., an independent broker and advisor firm, will hold its National Conference August 15-18, 2018 at the Terranea Resort in Palos Verdes, California. Joining other speakers on critical topics, Western will feature speaker Jeff Lanza, retired FBI cybersecurity expert.

COMMUNITY WIS GIVES BACK

A grounding component at WIS is for our people and capital to give back to the environment and to communities where we work and live. Socially responsible investing...

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COMMUNITY OPERATIONAL IMPACT

WIS Sustainable/IMPACT Investing As investors add the third dimension of impact to risk and financial return in their decision making, we expect there to be a considerable ...

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