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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 
    Read more
  • 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

    Read more
  • 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 
    Read more
  • 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

    Read more
  • 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

    Read more
  • 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

    Read more
  • 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

    Read more
  • 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

     

    Read more
  • 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

    Read more
  • last-word_700

    Last word: Dangers lurk for income investors

    Feb 12, 2020
    Dividend-paying companies have filled the hole in investors’ cash flow since the financial
    crisis, but that could soon dry up
    by Andrew Davis
    Read more
  • duncan700x385

    People: The chess game of life

    Feb 11, 2020

    Former championship chess player Duncan Glassey CFP™ Chartered MCSI sees many parallels between life and chess, illustrating Garry Kasparov’s assertion that “chess is life in miniature”
    by Jane Playdon, Review editor

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  • Sharing-the-business_700

    Sharing success

    Feb 7, 2020
    With 40% of UK financial advisers expected to retire in the next four to ten years, according to Libertatem’s Heath Report Three, should advisory firms adopt an employee-owned structure to aid staff retention and succession planning?
    by Gill Wadsworth 
    Read more
  • inthenews_esg_700

    In the news: ESG bubbling over?

    Feb 7, 2020
    While the appetite for environmental, social and governance (ESG) funds is reportedly increasing, some believe that closer scrutiny is required
    by Bethan Rees
    Read more
  • q4-preview_700

    Your February 2020 print edition is here

    Feb 6, 2020

    We are now making The Review print PDF available to all members online. Read the February 2020 issue here

    Read more
  • Flowers700x385

    CISI Membership Privileges: Valentine’s value

    Feb 5, 2020

    Whether you’re looking for a romantic present or a delicious meal to share with your partner, we’ve put together a list of our top picks

    Read more
  • allocation700x385

    Asset allocation considerations for single family offices

    Feb 4, 2020

    Nicholas Khan-Roper, Chartered FCSI, chief investment officer and head of wealth at Advantage Family Office in Dubai, outlines the impact of different methods of asset allocation on portfolio performance

    Read more
  • AI podcast700x385

    Ethical AI on the road to artificial general intelligence

    Jan 31, 2020
    A CISI podcast explores the artificial intelligence landscape and its advancements
    by Bethan Rees
    Read more
  • David Savill Photography - Ashley Financial Headshots-Team700

    Case study: Intergenerational financial planning for the family

    Jan 29, 2020
    Diane Weitz CFP™ Chartered MCSI, director and founder of Ashlea Financial Planning, and her daughter Eleanor Clarke, trainee financial planner, explain how the firm is helping a couple and their son achieve their objectives
    Pictures by David Savill Photography
    Read more
  • iStock-617397564_700

    In the news: Routes to going public

    Jan 24, 2020
    Initial public offerings in China and Indonesia hit the headlines, while other routes to going public are also in the limelight
    by Bethan Rees
    Read more
  • mother daughter adviser700

    Vulnerability and capability

    Jan 21, 2020
    Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, explains via a mother-daughter case study that vulnerability does not necessarily mean a client is incapable of making good financial decisions
    Read more
  • career-dev_700

    Tips for new working parents

    Jan 17, 2020
    Returning to work as a new parent doesn't have to be daunting
    by Bethan Rees
    Read more
  • se

    Wisecracking comedian lights up the night at South East branch’s annual dinner

    Jan 13, 2020
    English stand-up comedian Ivo Graham was guest speaker at the CISI South East branch annual dinner, held on 17 October 2019 at The Spa Hotel, Mount Ephraim
    Read more
  • iStock-514854078_700

    Chips off the table

    Jan 13, 2020
    With financial advisory businesses being bought by consolidators and absorbed into a larger model, should business owners be looking at this as an opportunity or a threat? Here’s what to look out for
    by Gill Wadsworth
    Read more
  • em

    Laughs galore at East Midlands branch annual dinner

    Jan 10, 2020
    Mike McClean, British comedian, television presenter, and actor was the guest speaker at the CISI East Midlands branch annual dinner, held on 31 October 2019 at the Nottingham Conference Centre
    Read more
  • wc

    Guest comedian delights attendees at the CISI West Country annual dinner

    Jan 10, 2020
    English writer and stand-up comedian Gary Delaney was guest speaker at the CISI West Country branch annual dinner, held on 10 October 2019 at Mercure Exeter Southgate
    Read more
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