Apple Decouples From Nasdaq, Offering Alternative To AI-Fueled Volatility

Too many TAMPs wedge themselves between the advisor and the client. Axxcess Wealth Management has taken a different approach—building a platform that delivers alternatives, tax-overlay strategies, and unified reporting entirely through the advisor’s brand. In a conversation with CIO Cory Persson, Chief Wealth Officer Deron McCoy, and Director of Portfolio Solutions Jeff Anderson, the team reveals how their allocator tool, 130/30 tax structures, and seamless UMA/UMH framework are reshaping the ultra-high-net-worth experience.

If preserving wealth for the next generation is important to your clients, the decisions you make today can have a lasting impact on their financial future.