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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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  • ate_stewardship_700

    Ask the experts: Enforcing the Stewardship Code

    Aug 18, 2017
    Sarah Wilson, CEO of proxy voting agency Manifest, explains how the Financial Reporting Council is attempting to improve stewardship compliance for firms and institutional investors
    by Ritchie Bann
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  • AdobeStock_110288033_700

    Word on the web: Pre-crisis misconduct still catching up with banks

    Aug 18, 2017
    Payment protection insurance (PPI) still haunts advisers and banks, while worldwide fines for poor conduct reaches £264bn
    by Jake Matthews
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  • Grey matters700

    Grey matters ethical dilemma: Warn or weed out?

    Aug 15, 2017
    Brandon and Greg’s firm has become aware of a photo they have shared that shows them indulging in a recreational drug while on holiday at a location where the drug is legal. How should the firm deal with this?
    Read more
  • preview_700

    Your Q3 2017 print edition is here

    Aug 14, 2017
    Find out why holders of defined benefit pension plans are making the swap to defined contribution schemes, discover how small stock exchanges are boosting the financial ecosystem, and learn why behavioural finance can help financial planners to decipher client behaviour in the Q3 2017 edition of The Review
    Read more
  • financial-fees_700

    Adviser fees: Why value matters

    Aug 11, 2017
    When so much of the public conversation around financial advice is dominated by fees, financial planners and wealth managers must be able to show they offer real value
    by Trevor Campbell
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  • wotw_Stock_700

    Word on the web: 'Unknown' stocks spike in US and China

    Aug 11, 2017

    Unknown stocks have been targeted in the US amid a reduction in analyst research, while an obscure Chinese stock spike chimes with the planned increase of regulation
    by Rosalie Starling

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  • 270727HoareNairnSimonCulhaneandBenManser700

    Winner of 2017 Hoare Nairne Scholarship announced

    Aug 10, 2017

    We are delighted to announce that Ben Manser, Chartered MCSI of Coutts Crown Dependencies, Jersey has been awarded the scholarship of £2,500 towards study costs

    Read more
  • liverpool700

    CISI Liverpool Work Experience Week and Careers in Investment Management Insight Conference 2017

    Aug 10, 2017

    Students across Merseyside taking CISI qualifications in sixth form alongside their A Levels recently took part in the CISI’s Work Experience Week 2017, culminating in a conference at the Liverpool waterfront

    Read more
  • 700x385

    Making sense of the ISA landscape

    Aug 9, 2017
    Millennials struggling to gain financial security can benefit from the growing number of ISAs available on the market, as long as they pick the right one to match their goals
    by Emma Lunn
    Read more
  • WEW700

    London Work Experience Week 2017

    Aug 9, 2017

    Students from London and the home counties taking CISI qualifications in sixth form alongside their A Levels recently took part in the CISI’s Work Experience Week 2017

    Read more
  • cityview-700

    City view: Tales from the Arabian nights

    Aug 8, 2017

    Should we not be celebrating the fact that the partial listing of one of the most valuable companies in the world may well be heading for London?

    Read more
  • pensions_700

    Previewing the Q3 print edition: The DB pensions transfer advice puzzle

    Aug 7, 2017
    As pension freedoms make defined contribution schemes more attractive, holders of defined benefit plans are increasingly making the swap. In this preview of the Q3 2017 edition of The Review, we explore four reasons why advising on these pensions schemes is more difficult than ever
    by Gill Wadsworth
    Read more
  • AdobeStock_48900388_700

    Word on the web: Financial regulators continue clampdown on individuals

    Aug 4, 2017
    Financial regulators worldwide are targeting four times more individuals than firms
    by Rosalie Starling
    Read more
  • 700x385_groceries

    Membership Privileges: Discounted groceries

    Aug 4, 2017
    Save 7% on your grocery shop at M&S
    Read more
  • 700x385-MIELE-25OFF

    CISI Membership Privileges: Discounted domestic appliances

    Aug 3, 2017
    Save 25% on premium kitchen appliances at Miele
    Read more
  • lifelong learning700

    You’re never too old to develop as an adviser

    Aug 1, 2017

    Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of financial planning,on the importance of lifelong learning

    Read more
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