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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 
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  • 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

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  • 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 
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  • 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

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  • 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

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  • 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
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  • 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

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  • 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

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  • 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

     

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  • 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

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  • profile-preview_700

    Previewing the Q2 print edition: Lessons from the chairmen

    May 3, 2017
    Barclays’ John McFarlane FCSI and London Stock Exchange Group’s Donald Brydon CBE are two of the financial services sector’s most experienced chairmen. In this preview  of the 25th anniversary edition of The Review, they share some of their views on the values and attitudes that will drive the industry forward
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  • Nihit-Raj-Joshi_700

    Back story: Nihit Raj Joshi

    May 3, 2017
    Nihit Raj Joshi, postgraduate student at Queen Mary University of London and one of the top performing 2017 CISI Educational Trust Award winners, explains how education will help him to secure his dream career in wealth management
    by Rosalie Starling
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  • wotw_salaries_700

    Word on the web: Financial services sector pay rise

    Apr 28, 2017
    Financial services salaries are rising, with firms paying more and more for the sector’s top talent
    by Rosalie Starling
    Read more
  • mentoring700

    Making the jump from coaching to mentoring

    Apr 27, 2017

    Jacqueline Lockie CFPTM Chartered FCSI, CISI deputy head of financial planning, talks about her experiences with mentoring and coaching

    Read more
  • preview_q2_2017_700

    Your Q2 2017 print edition is here

    Apr 26, 2017
    Find out how millennials are changing the financial services sector, learn about the impact of major regulatory changes, and discover the potential consequences of a cashless world in this special 25th anniversary edition of The Review
    Read more
  • global speeds700

    Countries travel at different speeds in global ethics journey

    Apr 24, 2017

    Integrity in finance is a global concern but the ethics journey differs from country to country, says Rebecca Aston, professional standards manager at the CISI

    Read more
  • ethics-rebecca700

    Uncovering stances on business ethics among advisers globally

    Apr 21, 2017

    Tricky ethical scenarios faced by financial advisers around the world who take part in the CISI’s integrity-based workshops show some fascinating trends, says Rebecca Aston, professional standards manager at the CISI

    Read more
  • wotw_investment_700

    Word on the web: Investment market intervention

    Apr 21, 2017
    The FCA has highlighted a number of areas for improvement in the investment sphere
    by Rosalie Starling
    Read more
  • fpweek17-700

    Reach out to new clients at Financial Planning Week

    Apr 21, 2017

    The CISI is encouraging CERTIFIED FINANCIAL PLANNINGTM professionals and firms to get involved in Financial Planning Week, running from 8 to 12 May

    Read more
  • Oliver-Knights_700

    Back Story: Oliver Knights MCSI

    Apr 20, 2017
    Oliver Knights MCSI, relationship manager, assistant vice president at Credit Suisse UK, received the CISI Private Client Investment Advice & Management (level 6) award at the CISI Annual Award Ceremony 2017. He explains what attracted him to a career in financial services and shares his predictions for the future
    by Rosalie Starling
    Read more
  • web

    CISI Ireland Awards Ceremony 2017

    Apr 18, 2017

    CISI Ireland held its second awards ceremony on 23 March 2017, in recognition of the high achievements of its members

    Read more
  • istock_700

    Word on the web: A boost for Singapore’s bond market

    Apr 13, 2017
    With major developments underway in the Singaporean bond market, the country is moving forward with its goal to become Asia’s key financial hub
    by Rosalie Starling
    Read more
  • verena ross700

    ESMA executive director Verena Ross talks to the CISI

    Apr 12, 2017

    Verena Ross, executive director of the European Securities and Markets Authority (ESMA), talks to Alan Houmann, Citigroup’s EMEA head of government affairs, in an interview arranged by the CISI

    Read more
  • Brian-Healy_700

    Profile: In the cockpit of change

    Apr 12, 2017
    Brian Healy, Chartered FCSI, director, traded markets, development, operations at the Irish Stock Exchange, explains why financial market dynamics and a great team keep him inspired on a daily basis
    by Rosalie Starling
    Read more
  • wotw_credit_700

    Word on the web: Regulators move to contain consumer credit bubble

    Apr 7, 2017
    Credit providers should prepare for a clampdown as consumer debt starts to reach worrying levels
    by Eila Madden
    Read more
  • rolls-royce_700

    Are shareholders paying for company’s crimes?

    Apr 6, 2017
    Rolls-Royce and the Serious Fraud Office settled on a £497m deferred prosecution agreement following an investigation into over two decades of corruption and bribery. But are the senior executives involved being held accountable? 
    by Heather Connon
     
    Read more
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