Tag Archive for: Taxes

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…

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…

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…