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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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  • major advice review 700x385

    CISI responds to major advice review by saying charges are too high

    Mar 17, 2016
    Advisers’ charges are simply too high for consumers with smaller assets, the CISI has told bosses leading a major review of the sector
    Read more
  • crest700f7ef422d13b668408d49ff0000211f6f

    CISI raises concerns that FAMR may devalue qualifications if implemented

    Mar 17, 2016
    The CISI raised concerns that the FCA could be sending “mixed messages that may devalue qualifications” if the Financial Advice Markets Review (FAMR) recommendations are implemented
    Read more
  • Untitled-5

    Ask the experts: New style apprenticeships

    Mar 17, 2016
    Apprenticeships have evolved rapidly over the past few years. Representatives from two UK-based financial institutions give their take on the benefits that employing talented young apprentices brings
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  • branching_700

    Branching out of London

    Mar 17, 2016
    As financial services firms increasingly employ cloud-based technologies and the pool of financial talent within London becomes ever stretched, big names are moving operations out of the capital to regional cities and greener pastures 
    Read more
  • Conference Capital Small

    Accredited Financial Planning Firms™ Conference coming soon to the capital

    Mar 16, 2016
    The Accredited Financial Planning FirmsTM Conference takes place in London on Tuesday 14 and Wednesday 15 June
    Read more
  • PicMonkey Collage 700x385

    60-second interview: James Hammill

    Mar 16, 2016
    James Hammill, Director of Professional Apprenticeships and Financial Services at BPP Professional Education, talks about the value of apprenticeships, for both the apprentice and the employer
    Read more
  • crest700

    CISI Response to the Financial Advice Market Review

    Mar 16, 2016
    The CISI welcomes the publication of the Financial Advice Market Review (FAMR) recommendations
    Read more
  • social media content 700x385

    In the land of social media, content is king

    Mar 15, 2016
    Pete Matthew CFPTM Chartered MCSI tells financial planners how to build relationships in social media through unique content
    Read more
  • hoarenairne700

    Applications for Hoare Nairne Scholarship now open for 2016–2017

    Mar 15, 2016
    The Hoare Nairne Scholarship bursary is available to one UK resident a year. It helps fund the successful candidate's study of the CISI's flagship premier qualification, the Chartered Wealth Manager Qualification
    Read more
  • equalisation700

    Equalisation and exit strategy

    Mar 15, 2016
    Equalisation policies in collective investment schemes can protect investors who leave the scheme before the dividend distribution date. No provision of equalisation policy can create a potential risk for investors leaving the fund. Gautam Joshi ACSI, who recently attained the CISI Investment Operations Certificate (level 3), talks about the advantages and disadvantages of equalisation policy
    Read more
  • FPSB Denver 700x385

    Revealed by the FPSB: League table of global CFP™ professional numbers

    Mar 15, 2016
    The number of CFPTM professionals worldwide reached a new high of 161,826 by the end of 2015, it has been revealed
    Read more
  • What-is-People_700x385

    What is People’s QE?

    Mar 15, 2016
    Ridiculed at first, Labour Party leader Jeremy Corbyn’s suggestion of people’s quantitative easing is beginning to draw support from unexpected circles. Gregor Logan, an investment management professional and a member of the Review Editorial Panel, explains what it entails
    Read more
  • Emerging-Markets_700x385

    A guide to emerging markets

    Mar 15, 2016

    The risks and rewards of emerging markets call for savvy investing. Our primer answers the most important questions

    Read more
  • branchsmall

    Branch matters: Spaghetti results on the table for new Chairman

    Mar 14, 2016
    Nicola Watts CFPTM Chartered MCSI, one of three Chairs of the Northern Home Counties CISI branch, talks about recent developments in her region
    Read more
  • CRS 700x385

    Ask the experts: The Common Reporting Standard

    Mar 14, 2016
    Rob Smith, Senior Manager of the Financial Services Tax Team at Mazars, explains what the Common Reporting Standard is and who it will affect
    Read more
  • fbli 700x385

    Why all planners need to be using Facebook and LinkedIn

    Mar 14, 2016
    Philip Calvert, Founder of Lifetalk, Social Media Strategist and Speaker, shares his top tips
    Read more
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