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PA360: 'Evolving' equity release market serves diverse client range

Advisers should make equity release part of any conversations about retirement planning, as it is “an absolutely fantastic option” for a lot of people, delegates heard. ....

Andrew Harris , Hattie Tales , Pure Retirement , Rocha Lima , Holland Hahn , Aviva Financial Advice , Martin Lines , Andrew Harris , Martin Lines , Amyr Rocha Lima , Equity Release , Retirement Planning , Retirement Income ,

MM Retirement Summit Highlights: Advisers show their gusto

The exclusive retirement summit returned this year to the birthplace of British democracy: Runnymede-on-Thames. ....

United Kingdom , Tower Hamlets , Platforum Richard Bradley , Jake Moeller , Helena Wardle , Jeannie Boyle , Justin Urquhart Stewart , Kerry Nelson , Kate Shaw , Emmanuel Asuquo , Tish Hanifan , John Cowan , Adrian Boulding , Susan Hill , Martin Lewis , Stacey Lowman , John Porteous , Mention The Financial Conduct Authority , Sesame Bankhall Group , Society Of Later Life Advisers , Square Mile Research , Financial Ombudsman Service , Central Financial Services , Financial Conduct Authority , Money Marketing Retirement Summit , Independent Financial Advisers ,

Two New Directors Appointed To CISI Board

<p><span>The CISI membership has elected Amyr Rocha Lima CFPTM Chartered FCSI and Peter Moores, Chartered FCSI to its Board of Directors.</span></p> ....

New York , United States , Kingston Upon Thames , United Kingdom , City Of , Trinity College , Western Australia , Raymond James , Peter Moores , Michael Cole Fontayn , Northwestern University Kellogg School Of Management , Membership Committee , London Business School , Financial Planning Forum , Ireland Youth Leadership Programme , London Business School Summer Entrepreneurship Programme , Financial Analyst Programme , Chase International Institutional , Bayes Business School City , Chase Manhattan Bank , University Of London , Institute For Securities Investment , Holland Hahn Wills , Business Studies At Trinity College , Institute Of Directors , Stanford University Graduate School Of Business ,

CISI adds Amyr Rocha Lima and Peter Moores as directors

Members of the Chartered Institute for Securities & Investment (CISI) have elected Amyr Rocha Lima and Peter Moores to its board of directors. ....

United Kingdom , Raymond James , Michael Cole Fontayn , Holland Hahn Willis , Financial Planning Forum , Institute Of Directors , Rocha Lima , Holland Hahn , Certified Financial Planner , Chartered Fellow , Planning Forum , Raymond James , Olland Hahn Amp Willis , Amyr Rocha Lima , Peter Moores ,

Advisers must fight their corner better

Advisers need to “fight their corner” together to ensure their voices are heard by politicians and regulators. ....

Kerry Nelson , Money Marketing Retirement Summit , Independent Financial Advisers , Amyr Rocha Lima ,