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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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  • reg_over_700

    Previewing the Q2 2018 print edition: Regulatory overstretch

    Jun 6, 2018
    With various regulations being rolled out simultaneously, such as GDPR and MiFID II, how are firms coping in this environment of change? We highlight the sectors under stress
    by Neil Jensen
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  • mainMay18-700

    Insights Review by ICG: May 2018

    Jun 4, 2018
    The May 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • Preview_700

    Your Q2 2018 print edition will be with you soon

    Jun 1, 2018
    The head of UK Finance, Stephen Jones, shares his vision for the new body and how regulatory rollout is affecting firms, in the Q2 2018 edition of The Review
    Read more
  • Motivation1_700x385

    Maintain motivation at work

    Jun 1, 2018
    Engaging with your workload and peers can encourage better performance 
    by Bethan Rees
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  • Pensions_700x385

    Pension black holes

    May 30, 2018
    Consumer understanding and funding deficits are black holes in the centre of the pension universe, with people often saving far too little for retirement, according to a CISI survey
    by Nim Maradas
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  • sign of the times700

    Grey matters ethical dilemma: A sign of the times?

    May 25, 2018
    Important documents are missing a witness signature. Holly, not the appointed witness, decides to sign them herself rather than disturb the witness at a time of grief. How should her manager respond?
    Read more
  • Diversity_700x385

    In the news: Is gender diversity in financial services on the rise?

    May 25, 2018
    New appointments in financial services reflect an increase of women in the workplace
    by Bethan Rees
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  • wm-fp_700

    Blurred lines: vertical integration in financial services

    May 23, 2018
    Should financial services firms be integrating wealth management and financial planning?
    by Ritchie Bann
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  • mental-health_700

    Talking about mental health at work

    May 18, 2018
    Here are some pointers for handling mental health issues in the workplace
    by Bethan Rees
    Read more
  • communication700

    The power of effective client communication

    May 18, 2018

    Colin Anderson ACSI, CISI client relationship manager Scotland & Northern Ireland, explains how scripting and sketching can enhance client communication

    Read more
  • Hiscox-700

    CISI Membership Privileges: Discounted home insurance

    May 18, 2018
    Receive up to 10% off your home insurance with Hiscox
    Read more
  • gdpr-mifid_700

    Clash of the data protection regulations?

    May 15, 2018
    MiFiD II and GDPR seem to be fighting different corners for data protection. One is in favour of collecting and storing data, the other the opposite. How will these two work together?  
    by Victor Smart 
     
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  • irelandC

    CISI Ireland Awards Ceremony 2018

    May 14, 2018

    CISI Ireland held its third awards ceremony on 26 April 2018 at the Royal College of Physicians in Dublin

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  • biometric_700

    In the news: Biometric banking

    May 11, 2018
    Using biometric technologies for verification is on the rise for banks around the world
    by Bethan Rees
    Read more
  • cryptocurrencies_700

    Talking to clients about cryptocurrencies

    May 9, 2018
    What are the principles behind the digital cash and what does its growing popularity mean for investments?
    by Tim Green
    Read more
  • mainApril18700

    Insights Review by ICG: April 2018

    May 8, 2018
    The April 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
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