Author profile

Isabel Baxter

Isabel Baxter

Isabel Baxter is chief reporter at Professional Adviser.

Articles by Isabel Baxter

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
CII names His Majesty King Charles III as its new patron

Companies

CII names His Majesty King Charles III as its new patron

His Majesty succeeds Her Late Majesty Queen Elizabeth II

clock 13 May 2024 • 1 min read
HNW individuals call for pension reforms and tax changes

Pensions

HNW individuals call for pension reforms and tax changes

Almost nine in ten want to see pension reforms, Saltus finds

clock 13 May 2024 • 1 min read
Majority of advisers have taken on a new client in the last month

Client Acquisition

Majority of advisers have taken on a new client in the last month

'The ability to look after client numbers is more of an issue'

clock 13 May 2024 • 1 min read
St James's Place takes stake to retain one of its largest partner firms

Companies

St James's Place takes stake to retain one of its largest partner firms

The wealth giant has taken nearly 20% in a partner firm's parent company

clock 10 May 2024 • 1 min read
FCA urged to redesign pension dashboard rules to 'prioritise customers'

Pensions

FCA urged to redesign pension dashboard rules to 'prioritise customers'

AJ Bell calls on regulator to redesign the rules

clock 09 May 2024 • 2 min read
More than half of IFAs feel negative about a potential Labour govt

Economics / Markets

More than half of IFAs feel negative about a potential Labour govt

Advisers favour Conservatives when it comes to their clients and business

clock 09 May 2024 • 2 min read
Business Relief in IHT planning set to become 'even more important'

Tax planning

Business Relief in IHT planning set to become 'even more important'

Advisers expect to see an increase in unquoted BR in IHT planning

clock 09 May 2024 • 1 min read