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Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is news editor at Professional Adviser.

Articles by Isabel Baxter

SDR 'not straightforward' for MPS providers and DFMs

Regulation

SDR 'not straightforward' for MPS providers and DFMs

‘Serious amount of additional resource’ needed, WHEB AM says

clock 29 January 2025 • 4 min read
MKC Wealth CEO on growing consolidation and PE benefit

Companies

MKC Wealth CEO on growing consolidation and PE benefit

‘Consolidators will start buying consolidators’

clock 29 January 2025 • 2 min read
Threesixty aims to simplify compliance with Trust launch

Compliance

Threesixty aims to simplify compliance with Trust launch

A compliance management suite

clock 29 January 2025 • 1 min read
Wealth advisers urged to 'stand out' and up protection services

Protection

Wealth advisers urged to 'stand out' and up protection services

Knowledge of both sides ‘makes a massive difference’

clock 28 January 2025 • 4 min read
Technology 'imperative' in the great wealth transfer pivot

Technology

Technology 'imperative' in the great wealth transfer pivot

‘It will help advisers become ready’

clock 27 January 2025 • 4 min read
Fewer than one quarter of advisers' clients are under 45

Your Business

Fewer than one quarter of advisers' clients are under 45

Most fall within the 46-60 age bracket

clock 27 January 2025 • 2 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Companies

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Advice business has had 124 cases upheld by the FOS

clock 23 January 2025 • 5 min read
Providers yet to have 'cracked' retirement products

Your profession

Providers yet to have 'cracked' retirement products

Retirement advice becoming more important with ageing demographic

clock 23 January 2025 • 3 min read
FCA will have 'a lot more to say' on vulnerability in 2025

Regulation

FCA will have 'a lot more to say' on vulnerability in 2025

Treatment of vulnerable clients continues to be on regulator’s radar

clock 22 January 2025 • 2 min read
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