January 2020 Anniversaries
By westernadmin | Friday, January 3, 2020
Anniversaries are important to us at WIS because it gives us an opportunity to remember why we are all here: (more…)
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Stop Abbreviating 2020, It Could Cost You Big
By westernadmin | Friday, January 3, 2020The new year is giving scammers an easy way to forge documents, but you can protect yourself with an easy New Year's resolution: Stop abbreviating the year. (more…)
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WIS RIA – Pershing Accounts NTF Mutual Fund Offering
By westernadmin | Friday, January 3, 2020The $550+ billion in mutual fund assets at BNY Mellon l Pershing provides clear evidence of investors’ affinity for these funds. Even more popular is Pershing’s No-Transaction-Fee (NTF) (more…)
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WIS Non-Advisory Accounts – Client Letter of Authorization
By westernadmin | Thursday, January 2, 2020The Black Diamond Client Experience provides a personalized and interactive online environment that can be accessed anytime, anywhere, on any device. (more…)
