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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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  • Building blocks - 1920

    Building blocks to a bright future

    A Fortune 500 CEO shares some insights on how to evolve in your career
    by Lauren Johnson, CISI copywriter 
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  • copytrading_1920

    Copy trading rules and risks

    This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
    by Bradley Gerrard

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  • Behavioural finance module - 1920

    Psychology of financial decision-making

    Our Professional Refresher on behavioural finance illustrates how our biases can negatively affect our investment choices
    by Lauren Johnson, CISI copywriter 
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  • fees-funds-costs_1920

    Fees and charges: the figures behind the jargon

    The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
    by Dan Atkinson

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  • esg-backlash_1920

    An ESG backlash is simmering. Will it boil over?

    Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
    by Paul Bryant

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  • Gender-lens_1920

    International Finance Corporation: Banking on Women

    Jessica Schnabel, global head of the Banking on Women programme, talks to Sarah Kidner about its Banking on Women initiative
    Read more
  • Inequalities_1920x1056

    Tackling inequalities

    A key theme from COP27 was the need to tackle global inequalities. The financial services sector is also ramping up its efforts to make a difference in an increasingly uncertain world
    by David Stirling

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  • CREST-1350722246_1920x1056

    Still on the CREST of a wave

    In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market

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  • Taxharmony_1920

    Tax net closes in on multinationals

    More multinational companies must now pay tax in the countries in which they do business. Peter Taylor-Whiffen looks at the logistics and the implications

     

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  • Int-B-Corp_1920

    To B Corp

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

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  • SPAC_1920

    SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

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  • life planning-700

    Case study: Everyone needs life planning

    Sep 17, 2018

    Michael Fairweather CFPTM Chartered MCSI, founder of Real Life Financial Planning, provides an insight into the life planning process

    Read more
  • iStock-165928034_700x385

    In the news: Money laundering in Europe

    Sep 14, 2018
    Will the news of money laundering in banking institutions across Europe lead to new supervision powers? 
    by Bethan Rees
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  • complex-products_700

    Defining ‘complex’ and ‘appropriate’ products

    Sep 14, 2018
    The FCA is urging the sector to err on the side of caution until there is clarity on the definition of ‘complex’ or ‘appropriate’ products. How should these be defined?
    by Richard Willsher 
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  • rofm700

    Review of Financial Markets: Q3 2018

    Sep 14, 2018
    Issues around ‘behavioural finance’ – understanding the true needs of clients – the use of blockchain for greater operational and cost efficiency, and dealing with the many-headed Hydra of the cyber threat, all covered in the Q3 2018 edition of RoFM, will feature on many boardroom agendas
    edited by George Littlejohn MCSI, senior adviser to the CISI
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  • My business q3 2018-700

    My business: Achieving real wealth

    Sep 14, 2018

    Jonathan Gibson CFPTM Chartered MCSI, managing director of Wells Gibson in Scotland, describes an integrated approach to deliver ‘proper wealth planning’
    by Jane Playdon

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  • Marshall_700

    Profile: Marshall Bailey OBE, the unlikely banker

    Sep 13, 2018
    Marshall Bailey OBE, the new chairman of the Financial Services Compensation Scheme, explains in the Q3 2018 edition of The Review that banking has a purpose beyond profit – to contribute to the greater good of the economy and society
    by Eila Madden
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  • recruitment-challenge_700

    The recruitment challenge

    Sep 10, 2018
    A growing number of financial planners are reaching retirement age and fewer new recruits are entering the sector. How can the profession avert a recruitment crisis?
    text by Eila Madden, illustration by Andrew Baker/Ikon
    Read more
  • FrancisKlonowski700

    People: On the record

    Sep 9, 2018
    Financial planner and hospital radio presenter Francis Klonowski CFPTM Chartered FCSI has been helping listeners relax for almost 40 years
    by Lora Benson
    Read more
  • mainAug18700

    Insights Review by ICG: August 2018

    Sep 7, 2018
    The August 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • Flexible2_700x385

    Why flexible working is good for business

    Sep 7, 2018
    Time to say goodbye to standard office hours? Flexible working can benefit both an employee and employer
    by Bethan Rees
    Read more
  • DFM_700x385

    DFMs and financial planners: managing objectives

    Sep 7, 2018
    If a client is using a financial planner and a discretionary fund manager, who is ultimately responsible for meeting their objectives? 
    by Sandra Paul
    Read more
  • fpw18-700

    CISI Financial Planning Week 2018: Free financial planning sessions

    Sep 7, 2018
    UK consumers can benefit from free personal financial planning sessions worth up £500 during CISI Financial Planning Week, 3–10 October #FPWUK #PlanWell2LiveWell
    Read more
  • Marshall1_700x385

    Previewing the Q3 2018 print edition: Marshall Bailey OBE

    Sep 6, 2018
    In the Q3 2018 edition of The Review, we talk to the new chairman of the Financial Services Compensation Scheme, Marshall Bailey OBE
    Read more
  • Roxy ball room700

    Having a ball at the summer social in Liverpool

    Sep 4, 2018
    The CISI Liverpool, Chester and North Wales branch Future Leaders Committee hosted its inaugural summer social event at Roxy Ball Room in Liverpool city centre on Thursday 16 August
    Read more
  • sign-of-the-times700

    Grey matters ethical dilemma: A sign of the times? – the verdict

    Sep 4, 2018

    Read the CISI's verdict on the ethical dilemma that appears in the Q2 2018 edition of The Review

    Read more
  • CIBN700

    CISI and Chartered Institute of Bankers of Nigeria announce cooperation agreement

    Sep 3, 2018
    We are delighted to announce the signing of a cooperation agreement with the Chartered Institute of Bankers of Nigeria (CIBN) on Thursday 30 August 2018
    Read more
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