Axxcess Wealth CIO Cory Persson, CFA - A Finalist for Think Advisors Luminaries "TAMP and Model Marketplace CIO of the Year."
Cory Persson, CFA, Chief Investment Officer at Axxcess Wealth Management, has been named a finalist for the 2025 ThinkAdvisor Luminaries Award in the "TAMP and Model Marketplace Chief Investment Officer of the Year" category, a testament to his visionary leadership and the continued innovation driving Axxcess' investment strategy.
SEI: A Thoughtful Approach To Consolidating Vendor Relationships
Fee compression and rising compliance costs are squeezing profitability. From platform and emerging tech integrations to better data flow and analytics to cybersecurity, digital transformation initiatives require firms to invest in and simplify their tech stacks. Firms across financial services are facing the convergence of strategic, economic, and technological trends—creating mounting pressure to reduce operational costs and improve margins, while scaling, transforming, and adapting to evolving client expectations.