Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is senior reporter at Professional Adviser.

Articles by Isabel Baxter

Seccl and Moneyinfo develop new client onboarding integration

Wrap/platforms

Seccl and Moneyinfo develop new client onboarding integration

To provide advisers with ‘market-leading level’ onboarding efficiency

clock 24 November 2023 • 2 min read
'Creating a client safe space': Why adviser coaching skills are vital

Your profession

'Creating a client safe space': Why adviser coaching skills are vital

‘Coaching should be core training for every single adviser’

clock 23 November 2023 • 6 min read
Nearly all advisers say poor platform service impacts their daily work

Wrap/platforms

Nearly all advisers say poor platform service impacts their daily work

Some 88% of advisers have apologised to clients on behalf of a platform

clock 23 November 2023 • 3 min read
Advice firms worry they do not have 'rigorous' compliance support

Your Business

Advice firms worry they do not have 'rigorous' compliance support

One in two are now concerned with Consumer Duty in mind

clock 23 November 2023 • 3 min read
Perspective adds £205m in assets with twentieth acquisition of 2023

Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

The group has snapped up Primera Wealth Management

clock 23 November 2023 • 2 min read
Advisers entering the industry need to 'play the game'

Your profession

Advisers entering the industry need to 'play the game'

Fiona Tait shares what she wishes she had known before becoming an adviser

clock 23 November 2023 • 3 min read
Majority of Brits do not see benefit of advisers despite inflation

Your profession

Majority of Brits do not see benefit of advisers despite inflation

The majority (83%) do not see the benefit of seeing an adviser

clock 21 November 2023 • 1 min read
Average annuity rates continue to rise during third quarter

Pensions

Average annuity rates continue to rise during third quarter

Rates continue to remain ‘well above’ historic low levels

clock 21 November 2023 • 3 min read
Cost of living crisis has not changed endgame plans, industry claims

Your Business

Cost of living crisis has not changed endgame plans, industry claims

Majority of respondents have not changed their endgame plan outlook

clock 20 November 2023 • 1 min read
Novia transforms into 'Wealthtime' in group-wide rebrand

Wrap/platforms

Novia transforms into 'Wealthtime' in group-wide rebrand

Both Novia and Wealthtime are now under one single group brand

clock 20 November 2023 • 1 min read