Author: Michael Seid
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Calls for new stimulus as recovery fizzles
Governments are trying to calibrate their policies to support growth as “fiscal cliffs” loom. The European Central Bank signaled plans to ease again in December amid potential economic weakness. The Federal Reserve is in discussions about adjusting its quantitative easing program. The world’s policymakers are facing complex choices of when and how to expand their…
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U.S. politics amid virus surge
We believe the election results remove the chance of a dramatic reorientation of economic policy. The pace of the recovery is slowing after GDP growth surged in the third quarter. A pickup in COVID-19’s spread will likely create headwinds for consumers and businesses. Joe Biden claimed victory in the race for the White House after…
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Introduction Call with CAIS
We have asked CAIS to sit down with us to discuss their alternative platform. The CAIS platform harnesses the power of the diverse, independent wealth community to provide financial advisors access to alternative investment funds and products at institutional terms and conditions. CAIS provides access to an evolving menu of alternative investment strategies, helping financial advisors to capitalize on opportunities and/or…
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Lunch and Learn with Auour Investments
We have asked Auour Investments to sit down with us and talk about their active blend offering that leverages their success in protecting against market turmoil. About Auour Investments: Auour Investments offers tactical asset allocations strategies that aim to mitigate market downturns without sacrificing upside potential. The firm has been recognized as a leader and…
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Large Cap Growth and International Growth SMAs
We have asked ClearBridge Investments to sit down with us to provide an update on portfolio positioning and their outlook as it relates to the Large Cap Growth and International Growth ADR SMAs available on the Axxcess Platform. About ClearBridge: ClearBridge Investments is a leading global equity manager committed to delivering long-term results through active management. We have followed this…
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Axxcess Wealth Management named one of the Fastest Growing RIAs in the Country
Axxcess Wealth Management has been named as the 20th fastest growing 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 separate account. Performance reporting at the household, registration, account, security and strategy levels. Rich content is customized in…
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Axxcess Platform announces the rollout of a platform allocation tool
Aug 30, 2019, 08:00 ET 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 project with HiddenLevers, a premiere risk tech provider serving the wealth management space, to launch an end-to-end portfolio management…