Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is news editor at Professional Adviser.

Articles by Isabel Baxter

Advice firms form 'first of its kind' sustainability member organisation

Your profession

Advice firms form 'first of its kind' sustainability member organisation

To ‘empower’ advisers to advance clients’ sustainability interests

clock 29 November 2023 • 2 min read
FCA establishes working group to support advice industry with SDR

Regulation

FCA establishes working group to support advice industry with SDR

The regulator will explore how to clarify its expectations for advisers

clock 28 November 2023 • 3 min read
FCA bans and fines two advisers over British Steel transfers

Companies

FCA bans and fines two advisers over British Steel transfers

Nigel Lewis and Susan Jones are both banned from giving pensions advice

clock 27 November 2023 • 2 min read
AJ Bell launches new MPS with no annual management charge

DFM & Model Portfolios

AJ Bell launches new MPS with no annual management charge

Available through the AJ Bell Investcentre platform for advisers

clock 27 November 2023 • 1 min read
More than 100 Chartered and Fellow PFS members graduate

Your profession

More than 100 Chartered and Fellow PFS members graduate

The trade body had its graduation ceremony on Friday 24 November

clock 27 November 2023 • 1 min read
Seccl and Moneyinfo develop new client onboarding integration

Wrap/platforms

Seccl and Moneyinfo develop new client onboarding integration

To provide advisers with ‘market-leading level’ onboarding efficiency

clock 24 November 2023 • 2 min read
'Creating a client safe space': Why adviser coaching skills are vital

Your profession

'Creating a client safe space': Why adviser coaching skills are vital

‘Coaching should be core training for every single adviser’

clock 23 November 2023 • 6 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Advice firms worry they do not have 'rigorous' compliance support

Your Business

Advice firms worry they do not have 'rigorous' compliance support

One in two are now concerned with Consumer Duty in mind

clock 23 November 2023 • 3 min read
Perspective adds £205m in assets with twentieth acquisition of 2023

Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

The group has snapped up Primera Wealth Management

clock 23 November 2023 • 2 min read