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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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  • wotw_mifid_700

    Word on the web: MiFID II proves costly for asset managers

    Jul 28, 2017
    Asset management firms are being forced to invest in research functions and absorb costs as the deadline for MiFID II fast approaches
    by Rosalie Starling
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  • mind-map_70

    Ask the experts: Mind maps

    Jul 26, 2017
    Chesterton House Financial Planning’s Andy Jervis CFPTM Chartered MCSI and Pinnacle Advisory Group’s Michael Kitces explain how mind mapping can help financial planning and advice professionals to effectively manage information, as well as improve client relationships
    by Rosalie Starling
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  • sme_700

    Word on the web: A welcome boost for SMEs

    Jul 21, 2017
    Initiatives across governments, stock markets and the banking sector are helping small and medium-sized enterprises to secure financing and improve business prospects
    by Rosalie Starling
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  • older-workers_700

    Age aware

    Jul 20, 2017
    Financial services companies have a poor record when it comes to employing older workers, with many jobseekers struggling to find work. Is your firm a culprit? Dominic Dudley explores the key issues
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  • Campbell retires700

    New head of financial planning at the CISI

    Jul 17, 2017

    The CISI head of financial planning, Campbell Edgar CFPTM Chartered FCSI, will be retiring in October 2017, but will continue to be involved in some CISI financial planning technical projects

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  • WOTW-Money-Laundering_700

    Word on the web: Financial crime crackdown

    Jul 14, 2017
    With activities such as money laundering, terrorism and sanctions evasion becoming an increasing problem for the financial community, banks and regulators must do more to help identify criminal behaviour 
    by Rosalie Starling
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  • Nick700

    Ex IFP CEO Nick Cann to speak at CISI Financial Planning Conference 2017

    Jul 7, 2017
    Nick Cann, who suffered a major stroke in 2013 while he was giving a speech on financial planning at Nottingham University, will speak at the close of the conference
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  • milli_700

    Word on the web: Millennials versus older spenders

    Jul 7, 2017
    Despite worrying levels of student debt, millennials’ spending power is heavily influencing the financial services sector. But is the increased focus on products for the younger generation leaving older spenders behind? 
    by Rosalie Starling
    Read more
  • 25-years_700

    The rise of the machines: 25 years forward

    Jul 5, 2017
    Dominic Dudley investigates the changes that could lay in store for the financial services sector in the coming decades, and how companies should prepare themselves
    Read more
  • Amy_700

    Back story: Amy Kirby

    Jun 30, 2017
    Amy Kirby, Chartered MCSI, assistant investment manager at Rathbone Brothers and the youngest professional to have completed the CISI’s Chartered Wealth Manager qualification, explains why apprenticeship schemes are beneficial to financial services sector employment
    by Rosalie Starling
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  • blockchain_700

    Word on the web: A cross-border problem for blockchain?

    Jun 30, 2017
    Blockchain-based platforms are being developed for major financial firms in Europe and Asia, but new research suggests the technology’s increasing use across borders could lead to legal and regulatory issues 
    by Rosalie Starling
    Read more
  • hilton_720_1

    First person: Innovate or die

    Jun 28, 2017
    The Review columnist Anthony Hilton FCSI(Hon) explains why companies find it so hard to innovate in a technological era
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  • db-pensions_700

    Word on the web: Makeover for DB pension transfer guidance

    Jun 23, 2017
    As the volume of defined benefit pension scheme transfers increases rapidly, the FCA has responded to industry calls to update the ineffective assumptions currently available to advisers
    by Rosalie Starling
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  • recruitment700

    Personality tests as a recruitment tool

    Jun 22, 2017

    Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of financial planning, talks about her experience with conflicting test results

    Read more
  • birminghma

    Magical night at the Birmingham annual dinner 2017

    Jun 22, 2017
    Magician Zamaan Ismail kept an audience of over 60 captivated at the event, held on 15 June 2017 at Hotel La Tour, Birmingham
    Read more
  • sport-investment_700

    Investing in sport: opportunity or chance?

    Jun 21, 2017
    Are there opportunities for retail investors in the sports industry, or is it the realm of the super rich and the die-hard fan? 
    by Neil Fredrik Jensen
    Read more
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