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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Quilter Cheviot unveils investment proposal tool for advisers

Companies

Quilter Cheviot unveils investment proposal tool for advisers

Aims to ‘streamline processes’

clock 03 December 2024 • 2 min read
The Adviser Incubator: Meet graduate Toby Barklem

Your profession

The Adviser Incubator: Meet graduate Toby Barklem

An inside look at The Verve Foundation’s programme

clock 03 December 2024 • 3 min read
MPS assets grow by a third in 12 months as costs halve

DFM & Model Portfolios

MPS assets grow by a third in 12 months as costs halve

‘The MPS sector is thriving but crowded’

clock 03 December 2024 • 3 min read
Adviser flags they have been waiting over a year for FOS response

Your profession

Adviser flags they have been waiting over a year for FOS response

‘Cases are taking a long time to be reviewed which causes stress’

clock 02 December 2024 • 3 min read
Tavistock receives £22m for advice business sale to Saltus

Companies

Tavistock receives £22m for advice business sale to Saltus

Firm says it is in a stronger position to generate ‘superior’ growth

clock 02 December 2024 • 2 min read
St James's Place to make 500 job cuts as part of cost cutting plan

Companies

St James's Place to make 500 job cuts as part of cost cutting plan

Adviser partnership not included in the cuts

clock 02 December 2024 • 2 min read
FCA fines adviser £1.4m over unsuitable DB pension transfers

Regulation

FCA fines adviser £1.4m over unsuitable DB pension transfers

Philip Pryke exposed clients to ‘significant’ risk of financial detriment

clock 29 November 2024 • 2 min read
Sustainable financial planning and SDR: 'It is no longer optional'

Green

Sustainable financial planning and SDR: 'It is no longer optional'

‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’

clock 28 November 2024 • 6 min read
AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
Time is of the essence for pension transfers, advisers say

Pensions

Time is of the essence for pension transfers, advisers say

More than half highlighted that they are taking one to six months

clock 28 November 2024 • 3 min read
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