Yellowtail Financial Planning

Advisers and fund pickers on optimal portfolio construction

Investment

Advisers and fund pickers on optimal portfolio construction

Experts reveal what 2023 could have in store for client portfolios

clock 20 February 2023 • 5 min read
'Winner is the client': Advisers react to new Consumer Duty rules

Your profession

'Winner is the client': Advisers react to new Consumer Duty rules

Importance of regular client contact

clock 27 July 2022 • 3 min read
Is cashflow modelling a necessity for adviser firms?

Your Business

Is cashflow modelling a necessity for adviser firms?

Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?

clock 05 October 2021 • 5 min read

Your profession

Financial advisers adapt to a post-pandemic world

Back to normal?

clock 27 July 2021 • 4 min read

Regulation

Advisers: FSCS levy roadmap 'workable' but regulator must listen

Advisers react to PIMFA’s latest FSCS levy intervention

clock 02 December 2020 • 4 min read

Your profession

ABI calls for fundamental financial advice overhaul as consumers shun fees

72% of people do not want pay for financial advice

clock 18 November 2020 • 4 min read

Your profession

Dennis Hall: How Yellowtail Financial Planning made a four day week work

That Friday feeling

clock 09 January 2020 • 3 min read

Your profession

Email death threat asks for adviser's 'head on a stick'

£5,000 'to spare life’

clock 26 July 2018 • 3 min read

People

Meet the Adviser Champions: Yellowtail's Dennis Hall

Our video series continues

clock 01 June 2017 • 1 min read

Your profession

Dennis Hall: RDR Mk II could be making of RDR Mk I

This advice review could be the open door the regulator is looking for...

clock 03 August 2015 •
Most read
01

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read
02

From photography to advice: Laura Laws on capturing clients' hearts

21 November 2024 • 4 min read
03

IFAs and clients 'misaligned' on value of financial advice

19 November 2024 • 2 min read
04

Farmers and IHT: Why the chancellor's methods are wrong

21 November 2024 • 5 min read
05

Half of industry rejects shift to four-day work week

20 November 2024 • 2 min read