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AXA Wealth

Wrap/platforms

Axa Elevate platform to allow ad hoc payments

Axa has finalised its adviser charging structure on the Elevate platform, with five different ways to charge clients, including an ad hoc payment option.

clock 23 October 2012 •

Adviser tips

Customers must remain the focus 'amid RDR hype'

Advisers must not lose sight of their clients' needs in the run-up to the Retail Distribution Review (RDR), AXA Wealth has said.

clock 22 October 2012 •

Income

Today's costs hitting tomorrow's retirees

Fewer people are saving long term as covering current costs gets harder, according to AXA's Big Money Index 2012.

clock 19 September 2012 •

RDR

Axa study casts doubt on per-hour adviser charging

Few investors would select to pay for financial advice based on a per-hour charge - or as a percentage of investible assets - research suggests.

clock 19 September 2012 •

Investment

Axa Wealth to reduce charges on advised top-ups post-RDR

Axa Wealth has confirmed it will not retain any commission on advised top-ups after the Retail Distribution Review (RDR), insisting charges will be reduced for clients.

clock 13 September 2012 •

uncategorised

How can we increase engagement in retirement planning?

Naomi Osinnowo asks what needs to be done to get people to engage with retirement planning.

clock 06 September 2012 •

Adviser tips

That'll be £600: how much would you pay for your own advice?

CHARGING

clock 05 September 2012 •

Pensions

Axa Wealth's family SIPP hits £500m landmark

Axa Wealth's Family Suntrust has hit £500m in new premiums following the registration of its 600th scheme.

clock 30 August 2012 •

Investment

The Big Question: Pension charges

What questions should clients be asking their advisers about pension charges following recent media debate?

clock 29 August 2012 •

uncategorised

Where your next high net worth clients will come from

Andy Zanelli, head of technical consultancy at Axa Wealth, assesses the future financial planning needs of Generation X...

clock 21 August 2012 •
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