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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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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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  • wotw_u-turn_700

    Word on the web: Bank review U-turn

    Jan 8, 2016
    The Financial Conduct Authority’s decision to scrap its review into the culture of banks has sparked questions about the regulator’s robustness
    Read more
  • LinkedIn700

    LinkedIn as a marketing and business development tool

    Jan 8, 2016
    Graham Aikin spent over ten years in the wealth management industry, and in 2012 established his own firm, which provides social media advice and training to private banks, wealth managers and financial planners. He has trained over 3,000 advisers on the effective use of LinkedIn as a marketing and business development tool
    Read more
  • small

    Read the January 2016 edition of the Investment Management Review

    Jan 8, 2016
    The January 2016 edition of the Investment Management Review is out now, providing comprehensive coverage and analysis of the latest key global developments across the asset management industry
    Read more
  • advisorsmall

    Adviser numbers rise by over 1,000 from 2014 to 2015, regulator reveals

    Jan 6, 2016
    The FCA has revealed that the number of financial advisers has risen by over 1,000 since last year.
    Read more
  • funsmall

    Put the fun in first

    Jan 4, 2016

    The common wisdom says you should do the work first and then do your fun stuff as a reward. I’m going to suggest you do exactly the opposite

    Read more
  • back-story_700

    Back story: Stephanie Barnett

    Jan 1, 2016
    Stephanie Barnett, Chartered MCSI, Training & Competence Manager, Vestra Wealth, talks about her work as a trainer – and why she is on a mission to eradicate the term ‘training and competence’
    Read more
  • up-in-smoke_700

    Can the tobacco industry tackle digital disruption?

    Dec 31, 2015
    Tobacco shares are often considered reliable investments, but how will the industry fare with the growing threat from e-cigarettes?
    Read more
  • clones_700

    Combating the clones: Tackling fake firms

    Dec 30, 2015
    The Financial Conduct Authority (FCA) issued 78 warnings in 2015 to protect consumers from an increasingly common and insidious type of fraud: cloning. But this is just the tip of the iceberg
    Read more
  • Last-word_700

    Is Government guidance on pensions progressing?

    Dec 29, 2015
    There has been much criticism of the number of people using the Government’s Pension Wise service, but it is still a huge step forward for financial guidance in the UK, writes Andrew Davis
    Read more
  • Risk-and-reward_700

    New risks, new responses

    Dec 28, 2015
    How chief risk officers (CROs) can improve risk culture
    Read more
  • wotw_spain_700

    Word on the web: Pain in Spain?

    Dec 25, 2015
    A surprising election outcome has made for uncertain times in Spain. What does the shock result mean for investors?
    Read more
  • first-person_700

    The return of the old normal

    Dec 24, 2015
    A demographics thesis has shed light on why much of the western world is experiencing little or no growth in income or yield – and warns of more pain to come, writes Anthony Hilton
    Read more
  • advice-for-all_700

    Good advice

    Dec 23, 2015
    Is regulation change needed to make financial advice more affordable?
    Read more
  • islamic_700

    Islamic finance: Britain breaks out into a clear lead

    Dec 22, 2015
    The UK Government’s sovereign sukuk issuance last year was a turning point for Islamic finance, but aligning Shariah-compliant principles with some aspects of Western markets is a complex task 
    Read more
  • Planning with Pavis

    Dec 20, 2015

    Quentin McCormick, CERTIFIED FINANCIAL PLANNERTM (CFPTM) of Pavis Financial Management discusses gaining Accredited Financial Planning FirmTM status and other developments for his growing Merseyside-based business

    Read more
  • TomLow700

    People: Sailing into finance

    Dec 20, 2015
    Tom Low, Chartered MCSI is at home whether sailing in the Solent or through the choppy waters of finance
    Read more
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