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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Targeted support could lift 5 million people out of advice gap

Your profession

Targeted support could lift 5 million people out of advice gap

‘Targeted support could move the dial and present business opportunities’

clock 12 June 2024 • 1 min read
Getting timely client responses a 'significant challenge' for advisers

Your profession

Getting timely client responses a 'significant challenge' for advisers

‘Onerous and time-consuming’ admin a barrier to effective communication

clock 12 June 2024 • 1 min read
Consumer Duty has changed what advisers prioritise in MPS

DFM & Model Portfolios

Consumer Duty has changed what advisers prioritise in MPS

Greater focus on value for money investments and scrutiny on fees

clock 11 June 2024 • 1 min read
ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Companies

ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

clock 11 June 2024 • 2 min read
Challenging the idea that 'lower value' clients are not valuable

Your profession

Challenging the idea that 'lower value' clients are not valuable

‘Advisers are not willing to solve this problem and need to speak up’

clock 11 June 2024 • 2 min read
Industry calls on government to reform 'not fit for purpose' FCA

Regulation

Industry calls on government to reform 'not fit for purpose' FCA

‘They have no idea about our market and drown us in petty regulation’

clock 10 June 2024 • 3 min read
Sustainable finance's 'real world impact' justifies high cost

Green

Sustainable finance's 'real world impact' justifies high cost

‘It is about real-world impact, otherwise it does not justify the costs’

clock 07 June 2024 • 1 min read
Why advice firms should outsource their platform due diligence

Platforms

Why advice firms should outsource their platform due diligence

‘It's really time consuming to do it on an individual firm basis’

clock 07 June 2024 • 5 min read
Consumer Duty leading to advice firms reviewing client banks

Consumer Duty

Consumer Duty leading to advice firms reviewing client banks

Advice firms are ‘offboarding’ clients that they cannot service profitably

clock 06 June 2024 • 1 min read
Multi-assets attracting less client money compared to MPS

Multi-Asset

Multi-assets attracting less client money compared to MPS

Advisers choose to blend multi-asset funds and MPS in client portfolios

clock 06 June 2024 • 1 min read
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