Yellowtail Financial Planning

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
Financial advisers adapt to a post-pandemic world

Your profession

Financial advisers adapt to a post-pandemic world

Back to normal?

clock 27 July 2021 • 4 min read
Advisers: FSCS levy roadmap 'workable' but regulator must listen

Regulation

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

Advisers react to PIMFA’s latest FSCS levy intervention

clock 02 December 2020 •
ABI calls for fundamental financial advice overhaul as consumers shun fees

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

Your profession

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

That Friday feeling

clock 09 January 2020 •
Email death threat asks for adviser's 'head on a stick'

Your profession

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

£5,000 'to spare life’

clock 26 July 2018 •
Meet the Adviser Champions: Yellowtail's Dennis Hall

People

Meet the Adviser Champions: Yellowtail's Dennis Hall

Our video series continues

clock 01 June 2017 •

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 •

Pensions

Revealed: Retirement Planner Awards 2015 winners

Five outstanding retirement advice firms were honoured at the Retirement Planner Awards 2015.

clock 17 June 2015 •

Adviser tips

Shedding loss-making clients: What happened when this IFA's customers called his bluff?

What happened when this adviser's unprofitable clients called his pay-or-leave bluff?

clock 06 May 2015 •
Most read
01

FCA fines adviser £116k for 'reckless' pension transfers

15 October 2021 • 2 min read
02

How much? The crux of adviser firm charging models

13 October 2021 • 8 min read
03

Pictures from the Women in Financial Advice Awards 2021

13 October 2021 • 1 min read
04

IFA warns advice firms to be 'on alert' after phishing attack

13 October 2021 • 3 min read
05

State pension increase revealed next week after triple lock suspension

13 October 2021 • 2 min read