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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

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
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Technology

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

clock 28 November 2024 • 2 min read
Advisers concerned about regulatory scrutiny in decumulation phase

Retirement

Advisers concerned about regulatory scrutiny in decumulation phase

Retirement planning ‘dominates’ client advice requests

clock 27 November 2024 • 3 min read
Next steps 'coming soon' for FCA's ongoing advice services review

Regulation

Next steps 'coming soon' for FCA's ongoing advice services review

Regulator ‘concerned’ that clients are paying for services that are not being delivered

clock 27 November 2024 • 2 min read
FCA's Hulme: MPs report 'not fair representation' of regulator's work

Regulation

FCA's Hulme: MPs report 'not fair representation' of regulator's work

‘I don’t agree with the characterisation of the MPs statement’

clock 26 November 2024 • 1 min read
Defaqto CEO: 'Consolidation will not be the end game'

Your profession

Defaqto CEO: 'Consolidation will not be the end game'

‘The most profitable firms are the smallest’

clock 26 November 2024 • 2 min read
Increased workload is driving adviser outsourcing

DFM & Model Portfolios

Increased workload is driving adviser outsourcing

‘The responsibility is high, and advisers need further support’

clock 26 November 2024 • 2 min read
FCA delivers plans to regulate cryptocurrency

Your profession

FCA delivers plans to regulate cryptocurrency

Regulator releases roadmap setting out a series of consultations

clock 26 November 2024 • 4 min read
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