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
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
Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly. by Paul Bryant
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
In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market
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
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
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
The CISI’s Financial Planning Awards 2021 were held on Tuesday 5 October to conclude the first day of our Financial Planning Conference 2021. Congratulations to all the winners!
The Review reports on China’s contribution to the world economy by William Monroe
Our joint CISI Isle of Man branch & Isle of Man Wealth & Fund Services Association annual dinner raised over £1k towards cleaning up beaches around the world
With fairness and flexibility, a hybrid workplace can work for everyone by Sophie Mackenzie
Our 43,000 members can now access their CPD on the go
Anna Lane, CEO of the Wisdom Council and president of WIBF, discusses the steps firms can take to improve their policies and practices
Our 2021 annual report breaks from convention with a 3D virtual gallery that viewers can navigate through freely, exploring highlights of the past turbulent year by Sophie Mackenzie
Globally, workplaces are being hit by higher than ever staff turnover, with the associated staff shortages and hiring costs. How can managers effectively retain talent? by Sophie Mackenzie