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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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  • email 700x413

    Tips from the coalface: Let go of the email

    Mar 14, 2016
    Brett Davidson, Founder of FP Advance, explains why email screening is something that should be handed over to someone else
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  • last-word_700

    Home comforts

    Mar 14, 2016
    New statistics reveal Brits are saving less than people in most developed countries. It seems as though we are losing the habit of putting something aside. Andrew Davis asks, 'Are household savings really in trouble or is it time to change the way we think about them?'
    Read more
  • paraplanning set to grow 700x385

    How paraplanning is set to grow within the CISI

    Mar 11, 2016
    Richard Allum CFPTM Chartered MCSI talks about the latest developments since the IFP-CISI merger took place
    Read more
  • Herding-Cats_700x385

    Cause for alarm?

    Mar 11, 2016
    Panic can have catastrophic consequences for markets. When it takes hold it can cause recessions and crashes. And while we are all too aware of the effects it can have, we are still surprisingly unsophisticated in our abilities to predict its occurrence. Brandon Davies, a board director of three financial companies and an economist, explains
    Read more
  • crest-cfp 700x385

    Important branding changes to be noted by financial planning members

    Mar 10, 2016
    The Financial Planning Standards Board has agreed to the CISI’s request to change how CERTIFIED FINANCIAL PLANNERTM marks are represented in the UK
    Read more
  • paraplanning700

    Paraplanning developments at the CISI

    Mar 10, 2016
    With the paraplanner role gaining the increasing importance and recognition it rightly deserves, the CISI is excited to throw its weight behind supporting the professional development needs of this dynamic and rapidly growing group within the financial planning profession, writes Lydia Romero, CISI Global Director of learning
    Read more
  • whistleblow_700

    Ask the experts: FCA and PRA regulations on whistleblowing

    Mar 10, 2016
    New rules on whistleblowing are due to be rolled out from 7 March. Rebecca Doodson, Manager of Ethics and Integrity at the CISI, reveals how they should go some way to address employees’ concerns about this sometimes controversial topic
    Read more
  • risky-business_700

    Risky business

    Mar 10, 2016
    The notion of conduct risk is rising up the agenda for finance industry participants, but there is still a big gap when it comes to knowing what is involved and how best to tackle it
    Read more
  • Making-the-Case_700x385

    Should you become an expert witness?

    Mar 10, 2016
    Working as an expert witness can offer professional and financial benefits, but there are risks as well. So, should you become one – and how do you go about it?
    Read more
  • Rise-of-the-Machines_700x385

    Seven things to know about 'robo-advice'

    Mar 9, 2016

    It is not hard to find predictions of the death of wealth management as a profession. While this is certainly exaggerated, here are seven more nuanced observations about 'robo-advice'

    Read more
  • city-view700

    City view: Warnings for senior managers at the start of a new regime

    Mar 8, 2016
    This month sees the dawn of the Senior Managers Regime (SMR), the UK regulators’ plan to hold financial services executives’ feet to the fire for their failings. Today, it applies to those at the commanding heights of our industry; two years hence, it will cover all regulated firms

    Read more
  • cpd-march-print700

    Who wants to be a non-executive director of a UK financial institution?

    Mar 7, 2016
    Francis Kean, Executive Director at Willis Towers Watson, looks at the liabilities and risks of executive and non-executive directors under the Senior Managers Regime
    Read more
  • Mar profile preview 700

    Making strides: don't miss our profile on Haile Gebrselassie

    Mar 4, 2016
    In the March print edition of The Review, we profile Haile Gebrselassie, long-distance runner and twice-gold Olympian turned shrewd investor
    Read more
  • Mar general preview 700

    Your March 2016 print edition is here

    Mar 4, 2016
    See how you can become an expert witness, where to start investing in emerging markets and how Jeremy Corbyn’s suggestion of People’s quantitative easing (QE) is gaining support in the latest edition of the Review.
    Read more
  • robo-advice 1920x1000

    Robo-advice: disrupting the sector and giving new opportunities

    Mar 1, 2016
    Simon Bussy, Principal Consultant at Altus, explains what robo-advice is, and the future of financial planning with robo-advice
    Read more
  • manager700

    Seven top tips for managing your manager

    Feb 26, 2016
    Ensuring a positive working relationship between you and your manager is a win-win situation. The simple tips listed here will help you, your manager and your team
    Read more
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