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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • onboarding_700

    The onboarding tightrope

    Jul 18, 2022
    Financial services firms need to find a balance between a smooth onboarding experience for clients while complying with a growing list of rules
    by Len Williams
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  • XXXX_700

    In the news: Travel turbulence

    Jul 15, 2022

    With holidaymakers facing a frustrating summer of flight cancellations and delays, how are insurers, airlines and other travel industry stakeholders faring?
    by Eve Reed and Jasmin Southgate  

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  • reference-checks_700

    How to respond to reference check requests

    Jul 8, 2022

    Proceed with caution
    by Fred Heritage  

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  • 2022-700

    Belfast dinner in aid of Alzheimer’s Society

    Jul 7, 2022

    John Campbell, BBC Northern Ireland's economics and business editor, was guest speaker at the event, held at the Merchant Hotel on 9 June 2022

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  • Simon700

    Profile: Living through an era of dramatic change

    Jul 6, 2022

    CISI CEO Simon Culhane, Chartered FCSI, reflects on his career and the transformations he has witnessed over the past 40 years
    by Len Williams

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  • conflicts-of-interest_700

    Conflicts of interest in the spotlight

    Jul 1, 2022

    Recent FCA penalties have highlighted the importance to firms of conflict-of-interest avoidance, management and disclosure, as discussed at a CISI Compliance Forum Committee event in February 2022
    by Sophie Mackenzie

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  • new-joiners_700

    Challenges facing new joiners

    Jun 29, 2022

    What’s it like entering the financial services sector these days? New joiners talk about their experiences as firms step up to meet the challenge of attracting talent from diverse backgrounds
    by Tim Cooper

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  • Liverpool2022-700

    Deep pockets at first annual dinner in Liverpool for three years

    Jun 29, 2022

    The Liverpool, Chester and North Wales annual dinner 2022 yielded a staggering £8,310 for the Owen McVeigh Foundation

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  • kalyani700

    Back story: Kalyani Inampudi

    Jun 28, 2022

    CISI brand ambassador and ESG consultant Kalyani Inampudi talks about her career to date and what led her to start building an ESG and sustainability intelligence platform
    by Fred Heritage

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  • FCA700

    Regulatory update: June 2022

    Jun 24, 2022
    In our preview to the 30th anniversary print edition, Virali Patel and Robbie Constance at DWF outline key regulatory changes in the finance sector in the past quarter
    Read more
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