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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Fintel's revenue growth continues as it benefits from acquisition streak

Companies

Fintel's revenue growth continues as it benefits from acquisition streak

‘Concentrating on integrating businesses and driving synergies’

clock 17 September 2024 • 2 min read
Octopus Investments unveils IHT and estate planning helpdesk

Estate planning

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

clock 16 September 2024 • 2 min read
Wealth manager goes into liquidation as FSCS opens claims

Companies

Wealth manager goes into liquidation as FSCS opens claims

City & Merchant went into liquidation on 11 September

clock 16 September 2024 • 1 min read
FSCS declares two firms in default over pension advice

Companies

FSCS declares two firms in default over pension advice

Both businesses are no longer trading

clock 12 September 2024 • 1 min read
Chancellor pushed to simplify ISAs and provide pension tax stability

ISAs

Chancellor pushed to simplify ISAs and provide pension tax stability

AJ Bell calls for these moves ahead of the upcoming Autumn Budget

clock 11 September 2024 • 3 min read
SDR changes: What next for financial advisers?

Green

SDR changes: What next for financial advisers?

‘Improved transparency should put impact investing back on the agenda’

clock 10 September 2024 • 7 min read
Dealing with a specialist or generalist? The due diligence value

Your profession

Dealing with a specialist or generalist? The due diligence value

‘The key for advisers is preventing their clients from harm’

clock 10 September 2024 • 3 min read
MorganAsh launches client portal to disclose vulnerabilities to firms

Your profession

MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

clock 10 September 2024 • 2 min read
Four individuals face FCA ban and fine over pension transfer advice

Companies

Four individuals face FCA ban and fine over pension transfer advice

Regulator seeks collective £590,544 fine over ‘reckless disregard’

clock 09 September 2024 • 2 min read
FCA sets out improvement areas for AR oversight

Regulation

FCA sets out improvement areas for AR oversight

Regulator slams some principal firms for taking ‘bare minimum’ approach

clock 09 September 2024 • 3 min read
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