Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Most clients only taking advice on some assets as more manage on their own

Your Business

Most clients only taking advice on some assets as more manage on their own

More than half managing all their savings and investments on their own

clock 23 July 2025 • 4 min read
Government to push ahead with IHT changes for farmers

Tax planning

Government to push ahead with IHT changes for farmers

Farm owners warned there are ‘no quick fixes’

clock 22 July 2025 • 3 min read
7IM overhauls transfer process as part of platform transformation

Platforms

7IM overhauls transfer process as part of platform transformation

Aims to cut times by up to 25%

clock 22 July 2025 • 2 min read
Majority of female planners would recommend role to other women

Your profession

Majority of female planners would recommend role to other women

Despite career still being considered a ‘male dominated’ sector

clock 22 July 2025 • 4 min read
Oakglen Wealth launches financial planning arm

Companies

Oakglen Wealth launches financial planning arm

Chris Hall to lead Oakglen Wealth Planning as managing director

clock 22 July 2025 • 1 min read
Platform MPS swells its share of wealth management assets

DFM & Model Portfolios

Platform MPS swells its share of wealth management assets

Now accounts for 16% of total UK market

clock 21 July 2025 • 2 min read
Wesleyan partners with FNZ to push smoothed fund onto more platforms

Platforms

Wesleyan partners with FNZ to push smoothed fund onto more platforms

Aiming to expand its Smoothed With Profits Fund

clock 21 July 2025 • 2 min read
AI adoption among advisers rises as they call for faster progress

Technology

AI adoption among advisers rises as they call for faster progress

More than two-fifths are now using AI, Intelliflo has found

clock 17 July 2025 • 1 min read
Cooper Parry Wealth CEO to retire

People

Cooper Parry Wealth CEO to retire

Stephen Jones will be stepping down from the role in August

clock 17 July 2025 • 2 min read
Government's FOS reforms 'a mixed bag'

Your profession

Government's FOS reforms 'a mixed bag'

Some changes appear to be ‘lacking in any substance,’ commentators say

clock 16 July 2025 • 4 min read