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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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  • 700

    Banking on growth

    Mar 30, 2016
    Sasha Wiggins MCSI has risen through the ranks at Barclays to become CEO of its Ireland subsidiary. She tells the Review why the country’s impressive economic growth is driving the bank forward
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  • city-view700

    City view: An abolition too far

    Mar 29, 2016
    The lack of a central register to check who is an authorised adviser is causing consumers concern
    Read more
  • Anita-Brown700

    People: Investing in life

    Mar 28, 2016
    Anita Brown, Chartered FCSI, explains why she volunteers her time as a first aider
    Read more
  • hilton700

    A second chance for share schemes

    Mar 24, 2016

    Having fallen out of favour for many businesses, is it time to take another look at introducing employee share schemes?

    Read more
  • wotw_700

    Word on the web: Thawing the equality permafrost

    Mar 24, 2016
    A recently published report has recommended ways in which financial services firms can promote gender equality
    Read more
  • Clinton Askew founder of Citywide Financial Partners700

    Citywide Financial Partners Surrey achieves CISI Accredited Financial Planning Firm™ status

    Mar 24, 2016
    The CISI is delighted to announce that Citywide Financial Partners based in Fetcham, Surrey has become a CISI Accredited Financial Planning FirmTM
    Read more
  • WalkieTalkie700

    Notice of the CISI’s move to the Walkie Talkie building

    Mar 23, 2016

    The CISI is delighted to confirm to its members that the Institute will be relocating from its current premises at 8 Eastcheap to new premises at 20 Fenchurch Street

    Read more
  • Carolyn-Gowen700

    Back story: Carolyn Gowen

    Mar 23, 2016
    Carolyn Gowen, Chartered FCSI, financial planner and owner and director at Bloomsbury Wealth in London, talks about running a business from another country and the very personal side to planning for someone’s financial future 
    Read more
  • helicopter700

    London's Air Ambulance CEO talks to the Risk Forum

    Mar 21, 2016
    The Risk Forum recently welcomed Graham Hodgkin, CEO of London’s Air Ambulance. He spoke about the operation of a world-class service which provides innovative roadside medical procedures, writes Nick Garnish, Deputy Chairman of the Risk Forum
    Read more
  • March-regulation700

    Change March 2016: Top regulatory developments

    Mar 18, 2016
    Christopher Bond, Chartered MCSI, Change Editor, outlines key regulatory changes in the finance industry in the last quarter. The regulatory updates outlined below were originally published in the March print edition of The Review.
    Read more
  • change700

    Welcome to the Review’s new regulatory section: Change

    Mar 18, 2016
    Christopher Bond, Chartered MCSI, Change Editor, introduces the new format of Change – the CISI’s regulatory update, which has now been incorporated into the pages of the Review, and will also have an enhanced digital presence. The introduction was originally published in the March print edition
    Read more
  • Sri Lanka Office700

    CISI Sri Lanka celebrates five years in operation

    Mar 18, 2016
    In March 2011 the CISI opened its fourth international office and operations centre in Colombo Sri Lanka
    Read more
  • CISI budget comments700

    The CISI comments on the Budget

    Mar 18, 2016
    Read the CISI's comments on the budget, with further comment from Rebecca Taylor CFPTM Chartered FCSI, CISI Board Director and Managing Director of Aurea Financial Planning
    Read more
  • CCP-CISI-2016-93

    Jersey branch annual dinner serves up a double helping for charity

    Mar 18, 2016

    The CISI’s Jersey branch raised £3,793 for the Stroke Association and The Antoine Trust at its annual dinner

    Read more
  • wotw_famr_700

    Word on the web: Advice for all?

    Mar 18, 2016
    The industry reacts to the outcome of the Financial Advice Market Review with both praise and criticism
    Read more
  • SriLanka700

    Promoting the importance of Integrity at Work from a Sri Lankan context

    Mar 17, 2016
    The CISI’s Global Business Development Director Kevin Moore, Chartered MCSI visited Sri Lanka to host multiple workshops on Integrity at Work amongst university students
    Read more
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