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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Advice firms need to adopt 'operational excellence'

Your profession

Advice firms need to adopt 'operational excellence'

‘Operations roles are critical to driving business success’

clock 16 May 2024 • 2 min read
Timeline unveils adviser platform to create an 'integrated ecosystem'

Platforms

Timeline unveils adviser platform to create an 'integrated ecosystem'

CEO Abraham Okusanya revealed the launch at its Adviser 3.0 conference

clock 16 May 2024 • 2 min read
Parmenion CEO: 'Adviser platform sentiment is going backwards'

Platforms

Parmenion CEO: 'Adviser platform sentiment is going backwards'

‘All platforms claim that they can solve a problem’

clock 16 May 2024 • 2 min read
Model Office launches automated Consumer Duty board report

Consumer Duty

Model Office launches automated Consumer Duty board report

Comes as the 31 July deadline looms for advice firms of all sizes

clock 16 May 2024 • 1 min read
Mental Health Awareness Week 2024: 'Collaboration is key'

Your profession

Mental Health Awareness Week 2024: 'Collaboration is key'

Mental Health Awareness Week started 13 May and runs until 19 May

clock 15 May 2024 • 7 min read
Macclesfield IFA declared failed for pension transfer advice

Companies

Macclesfield IFA declared failed for pension transfer advice

FSCS has so far had one claim against Chestergate Financial Services

clock 15 May 2024 • 1 min read
Advisers turn attention to wealthier clients despite advice gap

Your profession

Advisers turn attention to wealthier clients despite advice gap

‘Advisers focus on maximising returns at the expense of the advice gap’

clock 15 May 2024 • 1 min read
Three firms merge to form an advice business lifecycle agency

Companies

Three firms merge to form an advice business lifecycle agency

The Exit Partnership, Change Squared and AspireExec form ‘Melo’

clock 15 May 2024 • 2 min read
Two-thirds of IFAs and wealth managers now advising on cash

Your profession

Two-thirds of IFAs and wealth managers now advising on cash

There has been a 47% increase in cash advice over the last three years

clock 14 May 2024 • 3 min read
The Verve Foundation reveals sponsors of new adviser student cohort

Companies

The Verve Foundation reveals sponsors of new adviser student cohort

Intelliflo, PortfolioMetrix, and First Wealth included as sponsors

clock 14 May 2024 • 1 min read
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