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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
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  • 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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  • Suzanne-medals700

    People: Enduring challenges

    Mar 20, 2018
    Affiliate member Suzanne Price has a marathon tale of endurance to tell
    by Lora Benson
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  • TRWealthReport700

    Wealth management: meeting high client expectations

    Mar 20, 2018
    The wealth management landscape is constantly evolving. Alberto Velasco, head of wealth management propositions - EMEA, Thomson Reuters, outlines some key considerations
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  • steve-webb_700

    Sir Steve Webb: Man with a plan

    Mar 19, 2018
    In our profile feature in the Q1 2018 edition of The Review, former pensions minister Sir Steve Webb tells us why he’s passionate about making saving as easy as spending
    by Eila Madden
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  • how-to-stand-out_700

    How to stand out in the work place

    Mar 16, 2018
    You could be one of ten or one of 1,000, but garnering attention for the right reasons can set you apart from your peers 
    by Bethan Rees
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  • infographicGMW700

    Global Money Week 2018: Money Matters Matter

    Mar 13, 2018

    Global Money Week, running from 12 to 18 March, is part of a global money awareness campaign

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  • mainFeb18700

    Insights Review by ICG: February 2018

    Mar 9, 2018
    The February 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • trump_700

    Word on the web: Trump's tariff talks

    Mar 9, 2018
    President Donald Trump’s proposed tariffs have caused a stir in international markets. What impact will this have?
    by Bethan Rees
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  • andy-davis_700

    First person: The innovation game

    Mar 7, 2018

    Uptake on the new Innovative Finance ISA (IFISA) has been slow, but that’s not to say its future isn’t bright
    by Andrew Davis

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  • grey-matters_700

    Grey matters ethical dilemma: Gold digger

    Mar 6, 2018
    Financial adviser Karlie is worried that her client is being taken advantage of. To what extent, if any, should she intervene?
    Read more
  • SytnerMarch700

    CISI Membership Privileges: Get ready for the new ‘18 plates

    Mar 5, 2018

    Enjoy great value and affordable finance options on a range of models

    Read more
  • PE700

    Change: Private equity regulatory developments since 2017

    Mar 2, 2018

    Ashley Long FCSI, partner and CFO at GMT Communications, outlines some key developments in private equity

    Read more
  • iStock-507910898_700x385

    Word on the web: Election economies

    Mar 2, 2018
    From Italy to Hungary, what effect does an upcoming election have on the markets?
    by Bethan Rees
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  • KeriCarter700px

    Profile: From telesales to top planner

    Feb 28, 2018
    Keri Carter CFPTM Chartered MCSI is a former CFP Professional of the Year who joined Broadway Financial Planning 17 years ago, but her route to a leadership role in the profession has been somewhat unconventional
    by Bethan Rees
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  • Feb-tricks-of-the-trade700

    CISI Membership Privileges: Travel tricks

    Feb 28, 2018

    Access Xexec’s travel blog through Membership Privileges to benefit from the latest tips and discounts

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  • grey matters700

    Grey matters ethical dilemma: Trust in conflict – the verdict

    Feb 28, 2018
    Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q4 2017 edition of The Review
    Read more
  • career-dev_2_700

    Five rules you wish your boss would follow

    Feb 23, 2018
    Whether it’s asking employees how their weekend was or making sure they keep their cool at all times, these are five pointers every person in charge should follow
    by Bethan Rees
    Read more
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