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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

From accountant to adviser: Catherine Morgan on moving from numbers to advice

People

From accountant to adviser: Catherine Morgan on moving from numbers to advice

‘I feel lucky that the profession has moved and matured as I have’

clock 17 October 2024 • 3 min read
Cashflow modelling 'goes above just giving a client the report'

Your Business

Cashflow modelling 'goes above just giving a client the report'

‘Advisers need to make sure they actually talk through it with them’

clock 16 October 2024 • 2 min read
Advisers urged to be 'less overconfident' and ask more questions

Your Business

Advisers urged to be 'less overconfident' and ask more questions

‘This will transform your conversations with clients’

clock 16 October 2024 • 3 min read
'Sometimes, the worst financial coaches are financial advisers'

Your profession

'Sometimes, the worst financial coaches are financial advisers'

'It takes time to understand this type of work'

clock 16 October 2024 • 2 min read
Advisers told philanthropy is 'prevalent' amongst clients

Your Business

Advisers told philanthropy is 'prevalent' amongst clients

‘They have to stay relevant, so clients don’t outgrow your service offering’

clock 15 October 2024 • 2 min read
Number of clients considering ESG drops for a third year

Green

Number of clients considering ESG drops for a third year

Just more than a quarter associated ESG with being ‘woke’

clock 14 October 2024 • 3 min read
Chartered financial planning firm Attivo names Jo French as CEO

People

Chartered financial planning firm Attivo names Jo French as CEO

Joins after being business transformation director at Schroders

clock 14 October 2024 • 2 min read
Aegon reveals 'significant' demand for targeted support

Your profession

Aegon reveals 'significant' demand for targeted support

The ‘standout’ proposal from FCA’s advice / guidance review

clock 14 October 2024 • 2 min read
Advice industry split on whether a simplified ISA system is needed

ISAs

Advice industry split on whether a simplified ISA system is needed

Some call for less variations but others say ‘why change it now?’

clock 14 October 2024 • 3 min read
Career satisfaction among advisers picks up this year

Your profession

Career satisfaction among advisers picks up this year

Advisers either completely or somewhat satisfied with career choice

clock 11 October 2024 • 1 min read
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