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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
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  • 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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  • simonsmall

    Financial Planner talks to Simon Culhane, Chartered FCSI, CISI Chief Executive

    Jan 24, 2016
    Financial Planner Editor Kevin O’Donnell talks to CISI Chief Executive Simon Culhane, Chartered FCSI, about the recent merger with the IFP, his plans for 2016 and his desire to expand the size and influence of the Financial Planning profession in the UK
    Read more
  • davos_700

    Word on the web: Spotlight on Davos

    Jan 22, 2016
    The World Economic Forum was held this week during particularly strained times for the global economy
    Read more
  • Scot Conf 700x385

    Scottish Conference hears from experts discussing the law and hostage taking

    Jan 22, 2016
    Many experts gathered at December's Scottish Conference, discussing topics such as effective communication skills and the key to a thriving financial planning business, reports Ian Smith CFPTM Chartered FCSI of Central Wealth Planning.
    Read more
  • crest700f7ef422d13b668408d49ff0000211f6f

    Financial Planner’s tribute to Parmenion founder after he passes away aged 52

    Jan 20, 2016
    A CERTIFIED FINANCIAL PLANNERTM  professional has hailed the “inspirational integrity” of the founder of a CISI corporate member after he died aged 52
    Read more
  • city-view_700

    City view: Ongoing culture change at banks should be made public

    Jan 20, 2016

    The CISI’s response to the FCA’s decision to shelve the review of culture in banks. Are banks being let off the hook?

    Read more
  • Georgina-Philippou_1920

    Forging ahead

    Jan 20, 2016
    Georgina Philippou, Chief Operating Officer (COO) of the Financial Conduct Authority (FCA), is looking to forge a new relationship between regulator and industry, and wants to see continued engagement between them
    Read more
  • blockchain_700

    Ask the experts: Blockchain technology

    Jan 19, 2016
    With Blockchain technology having recently received the close attention of major financial institutions such as the London Stock Exchange, Nasdaq and UBS, the discussion around disruptive technology is gaining momentum. But how does it actually work, and how is it likely to evolve? Adi Ben-Ari, Founder of Applied Blockchain, which produces applications for the blockchain platform, explains 
    Read more
  • soundbites700

    Soundbites and small print

    Jan 18, 2016

    Tony Wickenden, JT MD, Technical Connection, stresses the importance of looking past tax headlines in order to offer clarity to clients

    Read more
  • crest700

    Response to the Treasury/FCA's Financial Advice Market Review's call for input

    Jan 15, 2016
    The CISI has formed a two-part response to the call for input into the Financial Advice Market Review (FAMR), following consultation with a number of individual members who are advisers
    Read more
  • GettyImages-533627595_700

    Word on the web: Diving oil prices

    Jan 15, 2016

    Oil prices have recently plummeted to a new 12-year low. How is this affecting the industry?

     

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  • confidence700

    New CISI survey reveals falling confidence in UK economy

    Jan 14, 2016
    The financial services industry’s confidence in the UK’s economic prospects is falling back to levels last seen in 2013, the latest CISI survey has shown
    Read more
  • philippines700

    CISI to offer benchmark financial literacy qualification in Philippines

    Jan 14, 2016
    The Philippine Commission on Higher Education (CHED) has officially recognised the CISI as a provider of financial literacy courses and exams to be taught in potentially hundreds of colleges and universities throughout the Philippines
    Read more
  • angel_700

    Five top tips for angel investment

    Jan 12, 2016
    Angel investment is on the rise. For those considering getting involved, here are our top five tips for taking your first steps
    Read more
  • Affinity700

    CISI Membership Privileges: Discounted vehicles

    Jan 12, 2016

    Through CISI Membership Privileges, all CISI members are able to obtain discounted brand new vehicles through Affinity Leasing all year round

    Read more
  • cheap-stock_700

    Distressed stocks: Who dares wins?

    Jan 8, 2016
    The sharp fall in Volkswagen’s share price after the car maker admitted cheating emissions tests for some of its vehicles has reignited the debate about the returns from investing in distressed companies. Are they worth a gamble?
    Read more
  • UAECISI700

    Celebrating Excellence: CISI UAE Awards Ceremony and Gala Dinner 2016

    Jan 8, 2016
    To celebrate the achievements of our United Arab Emirates exam candidates and to recognise academic excellence, the CISI is hosting its inaugural awards ceremony, confirming the Institute’s global standing
    Read more
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