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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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  • building global standards 700

    Building global standards

    Apr 9, 2018
    CISI teams worldwide are working with emerging financial markets to promote professionalism in knowledge, skills and behaviour  
    by Neil Jensen
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  • city view 700

    City view: Antisocial media?

    Apr 9, 2018
    Holding big tech to account
    by Robert Merrifield, Chartered FCSI
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  • March18-700

    Insights Review by ICG: March 2018

    Apr 9, 2018

    The March 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now

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  • WotW_700x385

    Word on the web: The MiFID II effect

    Apr 6, 2018
    Under the Markets in Financial Instruments Directive II (MiFID II), which came into force on 3 January 2018, some areas of financial services have been shaken up more than others 
    by Bethan Rees
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  • elephant700

    How to recognise an elephant

    Apr 4, 2018

    Clive Menzies, Chartered FCSI, deputy chairman of the CISI Wealth Management Forum and coordinator of the MacroRisk Connect Programme, explains the value of co-creative learning

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  • iStock-455462691_700x385

    Regulatory overstretch

    Apr 4, 2018
    New research by Compeer reveals that compliance departments are stepping up recruitment and implementing new technology to cope with ever-increasing workloads. In the first of a two-part article, we take a look at the key findings. We've also included our own poll questions within the piece. Let us know how regulatory rollout has impacted your working life
    by Neil Jensen
    Read more
  • Untitled-2

    CISI Cyprus gala dinner 2018 celebrates a successful year

    Apr 3, 2018

    The dinner was held in partnership with the Cyprus Securities & Exchange Commission on Friday 9 March at the Four Seasons, Limassol, Cyprus

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  • teambuilding_700

    How to build an effective team

    Mar 29, 2018
    Team building shouldn’t be a one-off exercise. Effective team leaders find ways to build cohesive teams on a daily basis
    by Bethan Rees
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  • Michael CF700

    CISI appoints Michael Cole-Fontayn as new chairman

    Mar 27, 2018
    We are delighted to announce that the CISI Board has appointed Michael Cole-Fontayn as the new CISI chairman
    Read more
  • plan-for-life_700

    A plan for life

    Mar 26, 2018
    Helping a client to identify and meet their life goals can win financial planners much more than a loyal client, it can win them a true ambassador
    by Jill Insley
    Read more
  • gdpr_700

    The implications of GDPR for financial services firms

    Mar 26, 2018
    The new regulation will come into force on 25 May 2018. All firms should be assessing their interactions with customers’ personal data now  
    by Ritchie Bann
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  • eutech700

    Word on the web: Big tech tax tensions

    Mar 23, 2018
    EU reacts to plans for a big tech tax
    by Bethan Rees
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  • gold-700

    Financial planning's gold standard

    Mar 23, 2018

    Becoming an Accredited Financial Planning FirmTM can help you to raise standards and demonstrate the transformative power of financial planning

    Read more
  • Untitled-9

    CISI Northern Ireland branch annual dinner 2018 reaches for the Sky

    Mar 22, 2018

    Sky News Ireland correspondent David Blevins was guest speaker at the event, held on 22 February 2018 at the Belfast Harbour Commissioner’s Office

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  • WallSt700

    US advisory system in better shape than MiFID II-driven Europe

    Mar 20, 2018
    In an extract from the Winter 2018 edition of the Investment Management Review (IMR), editor Arjuna Sittampalam, Chartered MCSI, discusses the impact of MiFID II on European distribution and says that the US fiduciary system merits watching as the potential global model of the future
    Read more
  • big-data_700

    China’s big data dreams

    Mar 20, 2018
    Chinese companies outside the financial services sector have been buying overseas banks. What is the motivation behind these eye-catching acquisitions?
    by David Robinson
     
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