Short notes this week as me and the Vid decided to tangle. Some get off easy. Some not so much. I fall in the latter camp and it feels like a fully loaded 18-wheeler just merged into my lane without so much a signal. I now apologize for my sins as this is an axle […]
Two weeks forward, and the global economy’s inbox for unintended consequences of a Russian invasion of Ukraine is now full, and Microsoft doesn’t have a work around for this one yet. From any angle, unless you are sitting long every oil major, minor, and spec driller this is a problem. A big one. The spike […]
Axxcess welcomes our newest sleeve manager Voya Financial to the Axxcess Platform Our Company Voya helps Americans plan, invest and protect their savings — to get ready to retire better. We serve the financial needs of more than 14 million individual and institutional customers in the United States. Our vision is to be America’s Retirement […]
Axxcess Platform launches Channel Marketing in 2022 to support curated content delivery to Advisors and clients. Axxcess delivers custom Advisor content alongside manager insights, economic, and strategy information directly to clients. Advisors can deliver content via newsletter, email, blog, and social channels built on a platform that combines compliance review and approval, scheduling, and delivery […]
Axxcess wishes our clients, partners, friends and family a very happy holiday season. Our office will be open until 1 pm PST, December 23rd, 2021, and closed December 24th. Our office will be closing at 1 pm, December 29th, and December 30th, and closed December 31st. We wish you health and happiness in the new […]
The Axxcess Platform Annual Conference is our capstone event each year. Our platform is built for the experienced Advisor looking to improve its current RIA platform, or as an operational solution for a high caliber professional thinking of going independent and seeking a seamless transition. The conference focuses on enhancing advisor and client experiences in […]
Axxcess has been recognized as one of "America's Best TAMPS 2020" by Wealth Advisor. Axxcess has a solution to help your client track, report and bill on their total wealth. Advisors can integrate tactical, strategic equity, and ETF strategies alongside fixed income, options overlay and private investments— all in a single brokerage account; track, monitor […]
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.
