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 Gala Awards were held on Monday 1 October 2018 at the Hilton Birmingham Metropole. Attendees donated £2,850 to the British Heart Foundation. Congratulations to all the winners!
When two parties in a couple have wildly differing approaches to managing their money, how can financial planners help them to find common ground? by Eila Madden and Laura Suter
On Thursday 27 September, Sir David Omand GCB, former head of GCHQ, will explore some of the key ethical and technical issues relating to data security we face today, in an event chaired by Lord Davidson QC, former Advocate General