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Isabel Baxter

Isabel Baxter

Isabel Baxter is news editor at Professional Adviser.

Articles by Isabel Baxter

More Brits now have a financial plan compared to 2019

Your profession

More Brits now have a financial plan compared to 2019

The increase is in reaction to the financial and health shocks of Covid-19

clock 16 January 2024 • 1 min read
FCA bans adviser Paul Ulliott over handling stolen goods

Regulation

FCA bans adviser Paul Ulliott over handling stolen goods

Goods included silver tankards, swan candlesticks, and sterling silver salt

clock 16 January 2024 • 1 min read
Advisers split between capital accumulation and income funds

Your profession

Advisers split between capital accumulation and income funds

A major shift in adviser research into individual funds over Q4 2023

clock 16 January 2024 • 4 min read
Mattioli Woods selects T. Rowe Price to develop income model portfolio

Companies

Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

clock 15 January 2024 • 1 min read
Fairstone changes fees to 80 bps and moves to single charging structure

Companies

Fairstone changes fees to 80 bps and moves to single charging structure

Consolidator has done this in light of Consumer Duty requirements

clock 12 January 2024 • 1 min read
Advisers urged to encourage philanthropy amongst HNW clients

Your profession

Advisers urged to encourage philanthropy amongst HNW clients

To combat the financial services' 'philanthropy knowledge gulf'

clock 11 January 2024 • 2 min read
Trust is key when looking for a financial adviser, CISI finds

Your profession

Trust is key when looking for a financial adviser, CISI finds

Advised women experience significant value compared to the unadvised

clock 11 January 2024 • 1 min read
Advisers warned they risk failing retirees with overreliance on averages

Your profession

Advisers warned they risk failing retirees with overreliance on averages

Also means IFAs may struggle to meet FCA’s thematic review requirements

clock 11 January 2024 • 2 min read
Canada Life to train financial advisers in behavioural psychology

Your profession

Canada Life to train financial advisers in behavioural psychology

The provider has partnered with We Are IB to create ‘HumanSense'

clock 11 January 2024 • 2 min read
FSCS declares County Durham-based British Steel firm in default

Companies

FSCS declares County Durham-based British Steel firm in default

D&G Financial Services is no longer trading

clock 10 January 2024 • 1 min read