Lighthouse will use Elevate as one of the core components of its restricted advice offering.
The platform from AXA Wealth will be one of the platforms used to transact investment business that comes from the restricted investment process. The partnership follows the recent announcement of Elevate's new tiered pricing approach. Lighthouse will offer solutions from Axa Wealth's investment specialist Architas via its in-house and whole-of-market advice offerings. Chief executive, Lighthouse Group, Malcolm Streatfield, said: "We are offering a restricted advice model in our National division, working with well-known names in the investment and platform industry. "AXA Wealth...
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