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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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  • taxing concerns700

    Case study: Taxing concerns when winding up a business

    Jul 18, 2016
    Campbell Edgar CFPTM Chartered FCSI explains how he helped a couple wind up their business in a tax efficient manner by using then current pensions legislation
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  • Jackie700

    Introducing the CISI's Deputy Head of Financial Planning

    Jul 17, 2016
    Jacqueline Lockie CFPTM Chartered FCSI discusses her career and why she’s looking forward to bringing financial planning expertise to the CISI
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  • campbell700

    Introducing the CISI's new Head of Financial Planning

    Jul 17, 2016
    Campbell John Edgar CFPTM Chartered FCSI tells us how he was tempted out of retirement to help integrate financial planning into the CISI
    Read more
  • money_700

    Word on the web: Pounds and politics

    Jul 15, 2016
    The appointment of a new UK prime minister and a new cabinet has led to a volatile currency market
    Read more
  • ifp conf 16 speakers700

    Over 40 speakers booked for Financial Planning Annual Conference 2016

    Jul 15, 2016
    ‘Stand tall together’ is the theme of the CISI’s Financial Planning Annual Conference, which takes place 3–5 October at the prestigious Celtic Manor Resort in Newport, Wales
    Read more
  • city-view700

    City view: Financial services fair weather leaders

    Jul 13, 2016
    The financial services sector needs a loud, visible, champion communicator post Brexit
    Read more
  • rating_700

    UK credit rating downgrade may not harm the economy

    Jul 13, 2016
    The usefulness of credit rating agencies is once again being questioned following a post-Brexit adjustment
    Read more
  • mybusiness700

    My business: Planning for change

    Jul 13, 2016
    In the first interview for The Review print edition's new ‘My business’ section, which profiles an Accredited Financial Planning™ firm each quarter, Wayne Cox, Deputy CEO of Fiscal Engineers and Virginia Bolton CFP™ Chartered MCSI talk about the value of retaining financial control during transitional periods
    Read more
  • lindseyjones700

    People: Prior to Principal

    Jul 11, 2016
    Lindsey Jones, Chartered FCSI balances her commitments as Prior of a Templar Order with her role as Principal, Group Risk and Compliance
    Read more
  • cisi-west-midlands-june-16-79

    Homeless charity benefits from the CISI’s Birmingham dinner

    Jul 11, 2016

    Peter McGovern, member of the Professional Golfers’ Association and head professional at The Belfry, was on his ‘A’ game at the CISI’s recent Birmingham & West Midlands branch annual dinner, which raised £1000.00 for St Basils

    Read more
  • Review of Financial Markets: July 2016

    Jul 8, 2016
    The CISI's academic journal features research and analysis related to wealth management, capital markets and banking
    Read more
  • hft_700

    Word on the web: Putting the brakes on high-frequency trading

    Jul 8, 2016
    High-frequency trading has become increasingly popular in recent years, but there have been calls to improve accountability
    Read more
  • Secrets from the Navy – five tips for effective leadership

    Jul 8, 2016
    Effective leadership can improve productivity, support job satisfaction and unite organisations and teams. Andrew St George, author of the Royal Navy way of leadership, explains what leaders in the business world can learn from the military
    Read more
  • branchsmall

    Branch Matters: CISI Essex branch launches with an EU Referendum debate

    Jul 7, 2016
    Sean Condon, Chartered MCSI tells of the EU Referendum debate held in the new CISI Essex branch
    Read more
  • front-office_700

    Cost control

    Jul 6, 2016
    Front offices lie at the heart of any financial institution, dealing with clients and bringing in revenues, but their costs need to be carefully managed if firms are to make decent profits
    Read more
  • back storyGS700

    Back story: Georgia Sherman MCSI

    Jul 4, 2016

    Georgia Sherman MCSI, Channel Marketing Executive at Quilter Cheviot, won the Institute’s top prize after receiving the highest aggregated mark of the year for the Chartered Wealth Manager Qualification (level 7)

    Read more
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