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 FCA’s Client assets sourcebook (CASS) is among the most demanding and consequential for financial services firms. Only so much regulatory responsibility can be outsourced in this area and firms will need in-house expertise by Paul Bryant
An Extinction Rebellion protest took place outside your work. Your line report, Lorena, a senior investment manager, was featured in the news and interviewed with other protestors outside the building. What would you do?
Life expectancy is not the same as the likely age at death. Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, looks at why and what impact it has on financial plans
John Yue, Chartered MCSI, regularly steps outside his comfort zone to help locate vulnerable missing persons by Lora Benson MCIPR, CISI head of media
Matt Dickens, Chartered FCSI, senior business development director at Ingenious Group, says that the ‘cost of life’ should always be considered before the ‘cost of death’