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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Is MPS the future of the investment proposition? We asked you…

DFM & Model Portfolios

Is MPS the future of the investment proposition? We asked you…

Advisers, business owners and paraplanners share their thoughts

clock 02 April 2024 • 2 min read
Upcoming CGT changes prompting UK investors to create wealth plans

Tax Planning

Upcoming CGT changes prompting UK investors to create wealth plans

More than half want to secure their current and future investment gains

clock 02 April 2024 • 2 min read
HNWs not making the most out of increased pension allowance

Pensions

HNWs not making the most out of increased pension allowance

Only a third have taken advantage of the new £60,000 limit

clock 02 April 2024 • 2 min read
Lack of technology available when it comes to 'slow money'

Technology

Lack of technology available when it comes to 'slow money'

‘We need to bring fast money concepts into the slow money side’

clock 02 April 2024 • 2 min read
Advisers need to find their technology 'superpower'

Technology

Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

clock 28 March 2024 • 1 min read
Advisers on 'dangerous ground' if they take tick-box regulation approach

Regulation

Advisers on 'dangerous ground' if they take tick-box regulation approach

‘They should embrace the spirit in which the regulation has been created’

clock 27 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Your profession

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

clock 27 March 2024 • 2 min read
Manchester firm declared failed by FSCS over pensions advice

Companies

Manchester firm declared failed by FSCS over pensions advice

Pension Advice Specialists, trading as Ashworth Wealth, no longer exists

clock 26 March 2024 • 1 min read
Advisers turn to smoothed funds to help manage volatility threat

Investment

Advisers turn to smoothed funds to help manage volatility threat

Decreasing exposure to equities also a popular strategy

clock 26 March 2024 • 1 min read
FCA warns firms and finfluencers to 'keep social media ads lawful'

Your profession

FCA warns firms and finfluencers to 'keep social media ads lawful'

Regulator sets guidance for financial services promotion

clock 26 March 2024 • 3 min read
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