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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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  • iStock_000078310953_700x385

    Word on the web: Bank of Mum and Dad matches mortgage lenders

    May 6, 2016
    Parents are lending so much to their children to buy property that the ‘Bank of Mum and Dad’ is now equivalent to a top-10 mortgage lender, a new study reveals
    Read more
  • HiRes700x385px

    Book review – The end of alchemy: money, banking and the future of the global economy

    May 4, 2016
    Former Bank of England Governor Mervyn King’s recent book gives a thoughtful account of what went wrong before and during the 2008 financial crisis. But it overlooks some important questions, says Gregor Logan, an investment management professional and a member of the Review Editorial Panel
    Read more
  • Spanishbanks700

    Spanish banks challenged by MiFID II

    May 3, 2016

    An interview with Lydia Romero, the CISI’s Global Director of Learning, on the importance of keeping up to date and integrating ethics with qualifications

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  • emlvideo

    Parkinson’s UK benefits from the CISI East Midlands & Lincoln annual dinner

    Apr 29, 2016
    Reverend Richard Coles, a musician, journalist and Church of England Priest, was guest speaker at the dinner, which raised £1,046.50 for Parkinson’s UK
    Read more
  • fpweek700

    Financial Planning Week 2016 aims to improve the UK's financial fitness

    Apr 29, 2016
    The CISI is backing a campaign to improve the nation’s financial fitness as part of Financial Planning Week 2016, with free, nationwide financial advice sessions for all members of the UK public
    Read more
  • Untitled-1_700

    Word on the web: Boardroom bias

    Apr 29, 2016
    Two new reports about women in the workplace have been published
    Read more
  • imraprsmall

    Read the April 2016 edition of the Investment Management Review

    Apr 27, 2016
    The April 2016 edition of the Investment Management Review is out now, providing comprehensive coverage and analysis of the latest key global developments across the asset management industry
    Read more
  • 700x385

    Back story: Michael Williamson

    Apr 27, 2016
    CISI member Michael Williamson speaks to the Review about his unconventional career, which has spanned from Florida to London
    Read more
  • L Isa 700x385

    CISI board member’s concerns over the harm Lifetime ISA may cause pensions

    Apr 26, 2016
    A CISI board director has expressed concerns that consumers may take up the new Lifetime ISA “without thinking about it”
    Read more
  • heads of FP700

    The CISI appoints new heads of financial planning

    Apr 26, 2016
    The CISI is pleased to announce the appointment of Campbell John Edgar MCSI and past holder of the CFPTM certification as its new Head of Financial Planning, and Jacqueline Lockie CFPTM Chartered FCSI as its new Deputy Head of Financial Planning
    Read more
  • CMA700

    CMA launches international certification for capital markets industry

    Apr 22, 2016

    As part of its drive to enhance the positioning of Kenya as a premier investment destination, the Capital Markets Authority (CMA) has launched international certification standards for practitioners in the capital markets industry

    Read more
  • retro_wow_700

    Word on the web: Another small step for Metro Bank

    Apr 22, 2016
    Metro Bank, a UK high street ‘challenger’ bank, has reported its first ever results 
    Read more
  • CISI CCL700

    New CISI qualifications launched to combat financial crime

    Apr 21, 2016
    The Middle East financial services industry welcomes two new qualifications designed to train staff on financial crime prevention and cyber enabled crime
    Read more
  • property-pensions700

    Property over pensions for young people, finds poll by the CISI and MRM

    Apr 21, 2016

    Saving for a property is more important than saving for a pension amongst young people, according to joint research conducted by the CISI and financial services consultancy MRM

    Read more
  • eastcheapsmall

    Letter from Eastcheap: May

    Apr 20, 2016
    We are making moves to ensure that financial planning is seen as an important profession, writes CISI Chief Executive Simon Culhane, Chartered FCSI
    Read more
  • Christine-Farnish_700

    Peer factor

    Apr 20, 2016
    Christine Farnish CBE, Chair of the Peer-to-Peer Finance Association, talks to the Review about the rapidly evolving alternative lending space and regulating a wide array of industries
    Read more
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