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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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  • paraplanner 2016 700x385

    Rapidly growing paraplanner profession set to reach even greater heights during 2016

    Feb 10, 2016
    Paraplanning in the UK has come on in leaps and bounds in recent years, to the point where a leading professional believes the UK is the world number one in paraplanning
    Read more
  • mifid_700

    Ask the experts: MiFID II – an update

    Feb 10, 2016
    With news that the European Commission has delayed implementation of MiFID II to January 2018, citing technical challenges, Dr Anthony Kirby, Director of Regulatory Reform and Risk Management at EY, answers some pressing questions about this clearly complex regulation
    Read more
  • FPSBgrowth700

    Number of CFP™ professionals worldwide nears 162,000

    Feb 10, 2016

    The Financial Planning Standards Board (FPSB), owner of the international CERTIFIED FINANCIAL PLANNERTM certification program outside the United States, reported that the number of CFPTM professionals reached a new global high of 161,826 at year-end 2015

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  • crest700f7ef422d13b668408d49ff0000211f6f

    Do not miss out on a great opportunity to attain Chartered status

    Feb 9, 2016
    Many CERTIFIED FINANCIAL PLANNERTM professionals and fellows have yet to grasp the chance to become a Chartered Wealth Manager, the CISI has said
    Read more
  • eastcheapsmall

    Letter from Eastcheap: February

    Feb 8, 2016

    CISI members will ensure that financial planning’s voice will grow in strength

    Read more
  • cwmsmall

    Financial planning professionals encouraged to go for Chartered Wealth Manager title

    Feb 8, 2016

    Chartered Wealth Manager is a title awarded by the CISI to recognise senior members at the pinnacle of their profession

    Read more
  • 15mplansmall

    Preparing a £15m plan

    Feb 5, 2016
    Paul Welsh CFPTM Chartered MCSI, a Paraplanner at Financial Planning Corporation, helps business owners struggling to deal with expectations after selling their much treasured firm
    Read more
  • KevinCIS700

    The CISI announces deal with the Chartered Institute of Stockbrokers of Nigeria

    Feb 5, 2016
    The Chartered Institute of Stockbrokers of Nigeria (CIS) has confirmed a partnership deal with the CISI, which will involve the two Institutes focusing on the areas of integrity and continuing professional development (CPD)  
    Read more
  • sme_700

    Word on the web: SME lending is flying high

    Feb 5, 2016
    Private equity investors, as well as alternative financiers, are buoying small and medium-sized businesses 
    Read more
  • anthony_hilton700

    First person: Time to rethink gender-biased investment products

    Feb 3, 2016
    Despite a growing number of female high net worth individuals, investment products are still generally designed with men in mind. The Review columnist Anthony Hilton believes robo-advisers may be the key to more gender-balanced products
    Read more
  • Awards 700x385

    Accredited Financial Planning Firms™ scoop regional awards

    Feb 2, 2016
    Accredited Financial Planning FirmsTM dominated the New Model Adviser Awards ceremony in early 2016, providing five out of the eight regional winners
    Read more
  • trainingsmall

    New resources available from the CISI to support professional development

    Feb 1, 2016
    New materials have been introduced and are now available from the CISI to support our professional development
    Read more
  • wotw_climate_700

    Word on the web: Turning green with investment

    Jan 29, 2016
    The Investor Summit on Climate Risk in New York this week has thrown up discussion about the implications that the COP21 agreement signed in Paris in December will have on global investment
    Read more
  • branchsmall

    Branch matters: Getting financial planners in London energised

    Jan 28, 2016
    Abraham Okusanya CFPTM Chartered MCSI, London branch Co-Chairman, talks about the goals for the new year and the future of the London branch
    Read more
  • rights-issue_700

    Rights issue fees: a bum deal?

    Jan 28, 2016
    The fees involved in rights issue capital raising can seem like a poor deal for many companies, yet the model has changed little in the past couple of decades. Should firms be paying more attention to the fees when raising crucial finance or should the system change?
    Read more
  • alansmall

    Level 4 financial planning exam pilot scheme set for an early 2016 roll out

    Jan 26, 2016
    Plans to create a new CISI Level 4 financial planning unit will be rolled out through a pilot during the first quarter of 2016
    Read more
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