The definition of Anniversary is the annual recurrence of a date marking a notable event. Congratulations to the Advisors and Assistants who are celebrating Western anniversaries in July. First Name Last Name Affiliation Date Years John Egan 7/21/96 22 Cynthia...
Over the past few weeks, we noticed an uptick in ‘phishing’ emails, which appear to be from Microsoft Office 365 or other popular email cloud service providers (see examples below), trying to get recipients to provide their log in credentials or...
The new HTML5 version of Advisor Portal is now available via the WIS website using your usual single sign-on. For your convenience, we also have a MyView Portal manual available to help you navigate thru the new HTML5 version of...
We are pleased to announce that registration for Western International’s 2018 Conference is live! You can register for the conference by going to www.wisdirect.com. Once logged in, click on the 2018 Conference link on the left hand column of the homepage,...
Join us in welcoming to Western International our new advisors, Daena Ramiah and Daniela Rossi de Camargo. Both Daena and Daniela are based with Brook Capital in Brookfield, Wisconsin.
Pershing 5498 Retirement Account Tax Information Pershing forms 2017 IRS Forms 5498 and 5498-ESA are now available. These forms are only sent for IRAs and ESAs where a 2017 contribution was made, and BNY Mellon’s Pershing is the custodian or...
Pershing forms 2017 IRS Forms 5498 and 5498-ESA are now available. These forms are only sent for IRAs and ESAs where a 2017 contribution was made, and BNY Mellon’s Pershing is the custodian or servicing agent. Accounts not on Pershing...
Pershing has upgraded the NetXInvestor password rules to align with industry best practices and provide additional strong password opportunities. The following changes to the password rules will allow users to create stronger passwords as well as helping users to log...
Michael Pachter is an oft-quoted video game, social media, digital media and electronics analyst with Wedbush Securities. He is also the Head of Research for the Private Shares Group, a Wedbush division which focuses on companies which have not yet...
Effective June 14, 2018, National Financial will no longer automatically perform cost basis date of death (DOD) step-ups on eligible retirement accounts. In August 2018 cost basis transfers between retirement accounts will no longer adjust cost basis to the fair...
Western is pleased to announce the new HTML5 interface to Advisor Portal. We know that some of you have requested this in the past, so we are delighted to announce this update. The update allows reps to use...
Yaneth is one of Western’s newest Operations Associates that joins us from National Planning Corporation. We are so pleased to welcome so many talented and enthusiastic colleagues that already know each other! Yaneth was previously the Team Lead for...
Dr. Stephen Wendel is a behavioral scientist who studies financial behavior and how digital products can help individuals manage their money more effectively. He serves as Head of Behavioral Science at Morningstar, where he leads a team of behavioral scientists...
Wedbush mailed the 2017 Form 5498 - IRA Contribution Information on May 31, 2018. Note: This tax form is for informational purposes only and is not to be sent to the IRS along with the tax return. It is important...
In light of the constantly emerging cyber threats in the financial world, Western will feature speaker Jeff Lanza, Retired FBI Cybersecurity Expert, at our National Conference August 15-18, 2018 at the Terranea Resort in Palos Verdes, California. Originally recruited...
Nearly two-thirds of the data breach victims in this year's report are businesses and government agencies with under 1,000 employees. Further emphasizing that nobody is immune to data breaches...
2 Mile fun/run walk Thursday, August 16, 2018 at 6:15 am* Sunrise Yoga Class Friday, August 17, 2018 at 6:15 am* 2 Mile fun/run walk Thursday, August 16, 2018 at 6:15 am* Activity Notes: Enjoy a nice route that...
This year’s National Sales Conference features Terry Bradshaw as Keynote Speaker. Admired for his unvarnished honesty and colorful style, Bradshaw is a beloved household name who came from humble beginnings to achieve astounding success. Having reached the pinnacle of professional...
Helen is thrilled to become a full-time team member with Western as she has been working as a consultant with us since last August. Helen came over from Financial West Group (FWG) where she worked on various compliance/OSJ projects and...
