Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is chief reporter at Professional Adviser.

Articles by Isabel Baxter

'Real danger' of some MPS players running too many models

DFM & Model Portfolios

'Real danger' of some MPS players running too many models

‘The number of models they’re running can absolutely run away from them’

clock 18 June 2025 • 3 min read
Wesleyan launches 'digital-first' platform for its advisers

Platforms

Wesleyan launches 'digital-first' platform for its advisers

Powered by SS&C Technologies Holdings

clock 18 June 2025 • 1 min read
IFA Prosperity partners with SEI for MPS range

DFM & Model Portfolios

IFA Prosperity partners with SEI for MPS range

To manage its ‘Pegasus’ MPS range

clock 18 June 2025 • 1 min read
PE backer sells Shackleton to Lee Equity Partners

Companies

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

clock 17 June 2025 • 2 min read
'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

DFM & Model Portfolios

'Really low' pricing of MPS solutions is 'neither profitable nor sustainable'

Industry seeing most providers charging 10bps, Evelyn Partners says

clock 17 June 2025 • 2 min read
Most advisers ready to 'break up' with their CRM systems

Technology

Most advisers ready to 'break up' with their CRM systems

Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds

clock 17 June 2025 • 3 min read
'Not an adviser problem': Industry cites regulation as main advice gap cause

Your profession

'Not an adviser problem': Industry cites regulation as main advice gap cause

‘The regulator caused it, they should fix it’

clock 17 June 2025 • 2 min read
IHT rule changes spark adviser-led surge in estate planning and charitable giving

Tax Planning

IHT rule changes spark adviser-led surge in estate planning and charitable giving

Upcoming changes already beginning to influence charitable will-writing and estates market

clock 16 June 2025 • 3 min read
IFAs 'have role to play' in tackling 'blissful ignorance' around pensions

Pensions

IFAs 'have role to play' in tackling 'blissful ignorance' around pensions

Advisers must ‘open people’s eyes to the reality’

clock 16 June 2025 • 4 min read
Iress launches integration partnership and welcomes PlannerPal

Companies

Iress launches integration partnership and welcomes PlannerPal

Expects to onboard maximum of four partners per year

clock 16 June 2025 • 3 min read