Introducing Axxcess Portal

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Axxcess has a development and creative team in house to design your Advisor site to give you more than a digital presence. Axxcess has developed a prospect portal technology that allows you to revolutionize your business development process.…

Axxcess Platform Announces Partnership With Hj Sims

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CARLSBAD, Calif., Oct. 1, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform, announced today a partnership with HJ Sims, a privately held investment bank and wealth management firm headquartered…

Axxcess Platform announces the rollout of a platform allocation tool

CARLSBAD, Calif., Aug. 30, 2019 /PRNewswire/ -- The Axxcess Platform ("Platform"), an enterprise turnkey asset management platform (TAMP), run by Axxcess Wealth Management, LLC ("Axxcess") announced today the completion of a co-development…

Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country

Axxcess Wealth Management has been named as the 10th fastest growing RIA firm in the country! Working with Axxcess will give you: Each managed strategy is called a sleeve strategy and is tracked in our system as a…

Post-Tax Day "Get a Grip" Golf Tournament

Axxcess Wealth Management is once again one of the sponsors of this year's Post-Tax Day Golf Tournament on April 16th, 2019. This tournament is an organized, casual, entertaining afternoon of golf with fellow professionals, including CPAs, EAs,…

Lyft files with SEC for long awaited IPO

"We’ve been waiting for a long time and with great anticipation for Lyft to finally file for an IPO. And, boy, the ride-hailing giant did not disappoint. According to documents filed with the Securities and Exchange Commission, Lyft’s…

Stay Ahead Of The Curve By Investing In Next Generation Internet

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Do you remember life before the internet? Back when you had to look up businesses in the Yellow Pages and call your out-of-state relatives to know what was going on in their lives? It really wasn’t that long ago. So much has changed in such…

Human Genomics Investing: Where Healthcare Meets Technology

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There is a revolution happening that will help you and others live longer, better lives. Your medical care will be more personalized, your medication more potent and precise, and we will finally be able to conquer world hunger. This is not a…

ARK Wins Two ETF.com Awards

As your advisor I am constantly researching ways to grow your money. You won’t see me hosting seminars or steak dinners. I started in the wealth management business from the portfolio management side, so I know how the sauce is made. I am…

Reflections on recent volatility

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The technical details which appear to have created significant selling last week began in the options market after-hours on Friday, February 3rd and are quite extraordinary. For those who are interested in taking a deeper dive, simply Google…