Axa Wealth to launch restricted advice model

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Axa Wealth is launching a restricted advice offering for advisers looking to move away from independent status.

The restricted advice pricing and service package, which will run alongside its existing its independent advice model, is expected to roll out in Q2. Details of the package are still being finalised, but advisers will have access to the Elevate platform and the Architas range of multi-asset funds. Pointing to estimates that anything between 20-80% of the adviser population will shift to a restricted offering, Axa Wealth said advisers need support and guidance when doing so.  Urging advisers to think carefully about their post-RDR propositions, the firm added the independent label m...

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