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Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center
n May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth. Hidden Levers partners with the Axxcess Customized Portfolio Platform “Hidden Levers was chosen for their forward thinking in designing […]
Axxcess Carlsbad expands into a new suite
xxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under construction since December 2016 said controller Susan Wrenn. Axxcess has upgraded technology and network […]
Axxcess finalizes Fidelity IWS custodial relationship
xxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors. Fidelity IWS allows clients to choose Fidelity as their custodian, and enables an existing Fidelity client to add third party TAMP and UMA services to their Fidelity account. Axxcess is pleased to re-engage […]
How your CPA can help you navigate the new DOL Fiduciary Rule
Overview lan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent on sponsors, then, to ask their plan advisers and record-keepers about fee levelization. January 14th, 2016-PlanSponsor Key reasons for the CPA […]