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Isabel Baxter

Isabel Baxter

Isabel Baxter is news editor at Professional Adviser.

Articles by Isabel Baxter

British Steel redress complaint dismissed by commissioner

Your profession

British Steel redress complaint dismissed by commissioner

Claims nothing can be done about the ‘unfair’ redress calculation policy

clock 10 January 2024 • 1 min read
Timeline solution named top MPS of 2023 by Defaqto

DFM & Model Portfolios

Timeline solution named top MPS of 2023 by Defaqto

Abraham Okusanya's Classic - 50 was the most recommended

clock 10 January 2024 • 1 min read
Dynamic Planner named the most used risk profiling tool by advisers

Ratings, Research & Risk

Dynamic Planner named the most used risk profiling tool by advisers

A fifth of advisers use tools provided by platforms

clock 09 January 2024 • 1 min read
Succession Wealth buys Plymouth-based IFA adding £165m in assets

Companies

Succession Wealth buys Plymouth-based IFA adding £165m in assets

This is the wealth manager's third acquisition under Aviva ownership

clock 09 January 2024 • 1 min read
Söderberg & Partners snaps up two more UK advice firms

Companies

Söderberg & Partners snaps up two more UK advice firms

These deals mark its fifth and sixth IFA acquisitions in the UK market

clock 08 January 2024 • 2 min read
Most advice firms use risk profiling tools but recognise limitations

Your Business

Most advice firms use risk profiling tools but recognise limitations

Advisers score risk profiling tools 7.6 out of 10 for effectiveness

clock 08 January 2024 • 1 min read
Advisers urged to use different approaches for spenders and savers

Your profession

Advisers urged to use different approaches for spenders and savers

Most advisers use the same profiling tool and set of questions

clock 08 January 2024 • 2 min read
Perspective adds £190m in AUM with double acquisition

Companies

Perspective adds £190m in AUM with double acquisition

The consolidator now manages £8bn in client assets and has 140 planners

clock 05 January 2024 • 2 min read
Most advisers have used the same platform for more than five years

Wrap/platforms

Most advisers have used the same platform for more than five years

Nearly 40% last worked with a new platform more than five years ago

clock 05 January 2024 • 1 min read
The Verve Foundation relaunches IFA support scheme for second year

Companies

The Verve Foundation relaunches IFA support scheme for second year

The 2024 ‘Adviser Incubator’ programme begins 31 January

clock 04 January 2024 • 1 min read