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AXA Wealth

Investment

AXA Elevate 'has commitment from ten fund groups on preferential terms'

AXA Elevate has played its hand in the super clean space by revealing it expects to get access to preferential share classes from a range of fund managers.

clock 26 September 2013 •

Your profession

No surrender: How to help bondholders avoid an unwanted tax bill

NO SURRENDER

clock 26 September 2013 •

Investment

What does the future hold for 'traditional' products?

AXA Wealth managing director of specialist products Nick Elphick considers what the future has in store for ‘traditional', standalone products.

clock 23 September 2013 •

RDR

Sandringham selects Architas and Elevate for restricted panel

Restricted national advisory group Sandringham Financial Partners has selected Axa Wealth's Elevate platform and its multi-manager proposition Architas for its panel.

clock 18 September 2013 •

Wrap/platforms

FundsNetwork will not switch off trail commission before 2016

Fidelity FundsNetwork has assured advisers it has no plans to switch off trail commission before the 2016 deadline.

clock 18 September 2013 •

Wrap/platforms

Bulk asset transfers present risk to investors, says Axa

The automatic conversion of client assets into clean share class funds could result in higher costs for investors, according to Axa Elevate.

clock 16 September 2013 •

Regulation

Seven expensive sins: The failures that cost Axa £1.8m

Axa Wealth Services (Axa) was today fined £1.8m for giving poor investment advice to elderly and inexperienced customers, even though only 82 people complained. So what went wrong?

clock 13 September 2013 •

Regulation

FCA fines Axa Wealth Services £1.8m for investment advice failings

The Financial Conduct Authority (FCA) has fined Axa Wealth Services £1.8m for failing to ensure it gave suitable investment advice to its customers.

clock 13 September 2013 •

Income

Axa Wealth to offer flex drawdown on SIPP

Axa Wealth has introduced flexible drawdown to its Retirement Wealth Account (‘RWA'), the company's self-invested personal pension.

clock 12 September 2013 •

Managed solutions

Axa Wealth appoints Kate Randall-Coles as head of fund group relations

Axa Wealth has announced that former Skandia strategy manager Kate Randall-Coles is to take over from Graham Bentley as the head of fund group relations.

clock 03 September 2013 •
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