News
IFP members told to segment to survive
citywire.co.uk
[Citywire.co.uk] - Davidson gave the example of his client Dennis Hall, director of Yellowtail Financial Planning, who discovered 50% of his clients were widows as a result of going through the segmentation process. Hall now approaches married couples where one has a
Alan Lakey to stand for Aifa council as SJP considers membership
www.moneymarketing.co.uk
[Money Marketing] - Yellowtail Financial Planning managing director and Aifa member Dennis Hall says: “There are groups that want to take up the independent mantle. Apfa has focused on the bigger picture. Smaller firms might not like the idea of SJP joining, but there is
Google News: Push for 'basic advice plus' regime with commission and lower quals
[Money Marketing] - Yellowtail Financial Planning managing director Dennis Hall says: “It is likely the Financial Conduct Authority will need to look at this and question why it is measuring all advisers by the same yardstick when clients' needs are completely different.”
Aifa's liability long-stop campaign heats up as Lords debate nears
citywire.co.uk
[Citywire.co.uk] - Dennis Hall (pictured), managing director of City-based Yellowtail Financial Planning, said interest from the Lords meant the campaign might succeed where others had failed. 'Historically, it has dragged on a bit, but it's something that gets business
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