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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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  • bigbang700

    The Big Bang: 30 years on

    Oct 25, 2016
    The Big Bang was one of the most momentous events in the history of UK financial markets
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  • wotw_scrutiny_700

    Word on the web: FCA unveils report into investment banking

    Oct 21, 2016
    City watchdog unveils package of remedies to improve competition and reform the way initial public offerings (IPOs) are marketed
    Read more
  • paraplanning_700

    The pros and cons of outsourced paraplanning

    Oct 21, 2016
    For some firms, outsourcing paraplanning can have its advantages. But how will this impact on the financial planning process and client experience? 
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  • main700

    Change October 2016: Regulatory hotspots affecting financial planning

    Oct 20, 2016
    Phil Billingham CFPTM Chartered MCSI, Director, Perceptive Planning, outlines some key regulated areas within the financial planning process
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  • fpcollage700

    Financial Planning Conference 2016: Stand tall together

    Oct 17, 2016

    The CISI welcomed leaders of the financial planning community to its first Financial Planning Conference, held at the Celtic Manor Resort in Newport, Wales on 3–5 October

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  • social inv sml

    CPD: Social investment – using head and heart

    Oct 16, 2016
    Family offices and high-net-worth individuals are increasingly turning to social investment for its financial and social/environmental gains, writes Mark Salway, Director of Social Finance at Cass Business School
    Read more
  • brexit_700

    Embracing change

    Oct 16, 2016
    The historic vote to leave the EU sent shockwaves through financial markets in the UK and abroad. However, the UK remains one of the leading global economies, thanks in part to its world-class financial services industry
    by Jules Gray
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  • wotw_700

    Word on the web: UK financial fraud on the rise

    Oct 14, 2016
    Studies show financial fraud rose by a quarter during the first half of 2016, with men over 65 the most likely victims
    Read more
  • hive-mind_700

    Avoiding a hive mind

    Oct 14, 2016
    Groupthink is not desirable in any business, yet many in the financial services sector struggle to appoint staff holding differing viewpoints. How can diversity and inclusion improve decision-making and the bottom line?
    Read more
  • anthony_hilton_700

    First person: Regaining trust in experts

    Oct 13, 2016
    Current events have shown a worrying lack of trust in expertise. How can the most knowledgeable in society earn the public’s trust again? 
    Read more
  • mybusiness-Sep700

    My business: Cradle to grave financial planning

    Oct 12, 2016
    Marlene Outrim CFPTM Chartered FCSI, Chartered Wealth Manager, Managing Director and founder of Accredited Financial Planning FirmTM Uniq Family Wealth, helps families plan from one generation to the next to ensure financial security
    Read more
  • city-view700

    City view: The big jump

    Oct 11, 2016
    We are witnessing the biggest change to education since 2001
    Read more
  • Etheridge_700

    Profile: Man with a plan

    Oct 10, 2016
    Paul Etheridge MBE CFP™ Chartered FCSI is Chairman of the Prestwood Group of Companies and was founder and member number one of the Institute of Financial Planning. He discusses the challenges faced then and now, as well as how the industry has changed
    Read more
  • 10350027_700px

    Better together?

    Oct 10, 2016
    Nine things UK shareholders should know about group actions or ‘class action’-style litigation
    Read more
  • last-word_700

    Last word: Fund aggregators

    Oct 7, 2016
    Investors looking to pick the best funds could be helped by new online crowd aggregation services that pool the opinions of advisers and other investors. The Review columnist Andrew Davis asks if social media can have an impact on the world of investment
    Read more
  • acumen700

    Financial Planning Gala Awards 2016

    Oct 7, 2016
    The CISI’s Financial Planning Gala Awards were held on Tuesday 4 October as part of the Financial Planning Conference at the Celtic Manor Resort in Wales. Attendees donated more than £3,700 to the charity Enough Abuse UK. Congratulations to all the winners!
    Read more
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