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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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  • wotw_complaints_700

    Word on the web: Calling out the culprits

    Feb 26, 2016
    This week, the UK’s Financial Ombudsman Service published revealing data about customers’ biggest gripes 
    Read more
  • culturechangesurvey700

    Culture change in banks unlikely to happen in ten years, says CISI survey

    Feb 25, 2016

    People in the finance industry remain pessimistic about the pace of culture change in banks, according to the CISI’s latest survey

    Read more
  • CG16_FEB_0438

    The CISI's Guernsey Annual Dinner raises £3,300 for Caritas

    Feb 22, 2016
    The dinner at the Beau Sejour Leisure Centre attracted 260 attendees from across the wealth management industry, who were entertained by guest speaker Miles Jupp, best known for his role as Archie in the TV show Balamory
    Read more
  • bulletin-boards700

    The CISI Corporate Finance Forum discusses bulletin boards

    Feb 22, 2016
    The question ‘Bulletin boards – friend or foe?’ generated lively discussion at the recent CISI Corporate Finance Forum meeting
    Read more
  • wotw_retirement_700

    Word on the web: The great retirement robbery

    Feb 19, 2016
    A new report has revealed that today’s younger workers will likely have to wait until they are 77, or even 85, to retire
    Read more
  • paraplanning developments 700x385

    Paraplanner developments at the CISI

    Feb 17, 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
  • UAE Dinner2016700

    CISI celebrates ten years in the UAE with prestigious Gala Dinner and Awards Ceremony

    Feb 16, 2016
    Over 150 senior members of the financial services industry attended the CISI's inaugural United Arab Emirates Gala Dinner and Awards Ceremony at the British Embassy in Dubai
    Read more
  • circuit_700

    Circuit breakers: the best option we have?

    Feb 16, 2016
    The failure of circuit breakers to halt slides on the Chinese markets in January has raised doubts about the effectiveness of such trading curbs. But are there any better alternatives?
    Read more
  • eastcheapsmall

    Letter from Eastcheap: March

    Feb 15, 2016
    The marketing of financial planning as a career path is on our radar here at the CISI
    Read more
  • tips-from-coalface700

    Tips from the coalface: The power of incremental improvement

    Feb 12, 2016
    Brett Davidson, Founder of FP Advance, gives insight on why small incremental improvements should not be disregarded
    Read more
  • wotw_germany_700

    Word on the web: Germany’s exports and output stumbles

    Feb 12, 2016
    Data published this week shows a surprise fall in golden nation Germany’s exports and industrial output in December
    Read more
  • pa-awards700

    Professional Adviser Awards 2016 winners

    Feb 12, 2016
    CISI Accredited Financial Planning FirmsTM and members congratulated for achieving awards at the Professional Adviser Awards 2016
    Read more
  • ASTF Image700

    CISI Membership Privileges: Free trousers for men

    Feb 11, 2016
    Get a free pair of trousers with any suit purchase with A Suit That Fits – the largest bespoke tailors of menswear in the UK
    Read more
  • EIS VCT budget 700x413

    EIS and VCT rules: what has changed?

    Feb 10, 2016
    With the EIS and VCT rule changes, Paul Latham, Managing Director of Octopus Investments, raises questions about where the market is heading, and whether this will bring any opportunity to financial planning
    Read more
  • alansmall

    IFP Professional Forum Chairman: March

    Feb 10, 2016

    The importance of good paraplanners to a successful firm is not to be underestimated, writes Alan Dick CFPTM Chartered MCSI

    Read more
  • compliance forum700

    News from the CISI’s Compliance Professional Forum

    Feb 10, 2016
    David Moland, Chartered FCSI, Chairman of the CISI Compliance Professional Forum, keeps members up to date on compliance-related events
    Read more
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