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
Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence by Jane Playdon
Assigning tasks to others can be good for you – and for them by Bethan Rees
Wolfgang Kuhn, director of investor engagement at ShareAction, a charity focused on making the global financial system more sustainable, discusses the extent to which bond investors will integrate ESG into their investment decisions
In the October 2019 print edition, we review the recent changes to the Financial Services Compensation Scheme and how it’s working to lessen the strain by Dominic Dudley
Amarjit Singh Bansal, Chartered FCSI, risks his own safety to help persecuted women and girls in disaster-stricken territories by Lora Benson MCIPR, CISI head of media
Shared workplace business WeWork is in deep water after a reversal of fortunes. Could a bailout by SoftBank Group help stave off bankruptcy? by Bethan Rees
How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research
Foreign exchange is a signifier of a country’s wellbeing and can reflect nervousness in economies by Paul Golden
DAC 6 is a tax transparency measure that will require certain cross-border tax arrangements to be reported to the tax authorities. Catherine Robins, partner at Pinsent Masons, explains how firms should be preparing for this and what challenges they might face by Bethan Rees
Taking responsibility for yourself and forward planning are important skills that can benefit any business by Bethan Rees