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

The CISI welcomes its new chairman Michael Cole-Fontayn MCSI, and a special report looks at the sector ten years on from the financial crisis, in the Q4 2018 edition of The Review

The festive stock market phenomenon is here again
by Bethan Rees

What are you going to commit to do in 2019? Now is a good time to look around and to the future, says Jacqueline Lockie CFP^TM Chartered FCSI, CISI head of financial planning

A lack of IT experience among staff at Financial Planning XYZ has led to a new app unexpectedly collecting customer data from their devices. Does this constitute a data breach, and what should Danni, the CEO, do next?

Read the CISI's verdict and readers' comments on the ethical dilemma that appears in the Q3 2018 print edition of The Review

It’s the time of year when your calendar is brimming with festive invitations. How will you escape with your health and reputation intact?
by Bethan Rees

CISI Manchester & District branch president, David Gorman, Chartered MCSI, shares his experience of the event, held on 25 October at The Lowry Hotel, Salford

With the proliferation of cashless payments around the world, some economies are still favouring cash over other payment methods
by Jill Insley and Bethan Rees

Amid the festive spending chaos of Black Friday and Cyber Monday, the FCA steps in with protection for vulnerable consumers

Article 38(5) of the Central Securities Depositories Regulation (CSDR) requires firms to offer clients a choice of how their securities are held. Michelle McNamara and Jon Butcher, of Pershing EMEA’s CSDR programme, explain what firms need to do to prepare

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

Tracy Gordon, director in Deloitte’s UK Centre for Corporate Governance and Board Advisory Practice, sets out the corporate governance climate today, the board’s monitoring and assessment of corporate culture, and what more firms can do to adhere to the code

It’s an encounter you may want to avoid, but sometimes a pay rise is very much deserved. Here’s how to approach that difficult conversation
by Bethan Rees