The Review

Back story: Amy Kirby

Amy Kirby, Chartered MCSI, assistant investment manager at Rathbone Brothers and the youngest professional to have completed the CISI’s Chartered Wealth Manager qualification, explains why apprenticeship schemes are beneficial to financial services sector employment
by Rosalie Starling

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Investing in sport: opportunity or chance?

Are there opportunities for retail investors in the sports industry, or is it the realm of the super rich and the die-hard fan?
by Neil Fredrik Jensen

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Global audit governance: how reliable are published accounts?

Phil Thornton explains how integrated reporting can help investors to hold companies to account

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Profile: Keeping the peace

Paul Schott Stevens, president and CEO of the Investment Company Institute, reflects on the many crises faced during his time working in the US financial services industry, and explains why an appropriate framework of regulation will be so important moving forward
by Rosalie Starling

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Ask the experts: Financial sanctions

Financial institutions have been forced in recent years to ‘de-risk’ when it comes to countries which are sanctioned or high-risk in other ways. Even if sanctions have been removed or restricted – as in the case of Iran – many are still unwilling to test the law. Senior adviser to the CISI, George Littlejohn MCSI, talks through the chief issues

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Age aware

Financial services companies have a poor record when it comes to employing older workers, with many jobseekers struggling to find work. Is your firm a culprit? Dominic Dudley explores the key issues

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New head of financial planning at the CISI

The CISI head of financial planning, Campbell Edgar CFP^TM Chartered FCSI, will be retiring in October 2017, but will continue to be involved in some CISI financial planning technical projects

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Word on the web: Financial crime crackdown

With activities such as money laundering, terrorism and sanctions evasion becoming an increasing problem for the financial community, banks and regulators must do more to help identify criminal behaviour
by Rosalie Starling

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Ex IFP CEO Nick Cann to speak at CISI Financial Planning Conference 2017

Nick Cann, who suffered a major stroke in 2013 while he was giving a speech on financial planning at Nottingham University, will speak at the close of the conference

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Word on the web: Millennials versus older spenders

Despite worrying levels of student debt, millennials’ spending power is heavily influencing the financial services sector. But is the increased focus on products for the younger generation leaving older spenders behind?
by Rosalie Starling

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The rise of the machines: 25 years forward

Dominic Dudley investigates the changes that could lay in store for the financial services sector in the coming decades, and how companies should prepare themselves

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Back story: Amy Kirby

Amy Kirby, Chartered MCSI, assistant investment manager at Rathbone Brothers and the youngest professional to have completed the CISI’s Chartered Wealth Manager qualification, explains why apprenticeship schemes are beneficial to financial services sector employment
by Rosalie Starling

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Word on the web: A cross-border problem for blockchain?

Blockchain-based platforms are being developed for major financial firms in Europe and Asia, but new research suggests the technology’s increasing use across borders could lead to legal and regulatory issues
by Rosalie Starling

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How do you define a vulnerable client?

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, discusses the ethics around identifying and best serving vulnerable clients

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First person: Innovate or die

The Review columnist Anthony Hilton FCSI(Hon) explains why companies find it so hard to innovate in a technological era

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Word on the web: Makeover for DB pension transfer guidance

As the volume of defined benefit pension scheme transfers increases rapidly, the FCA has responded to industry calls to update the ineffective assumptions currently available to advisers
by Rosalie Starling

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Personality tests as a recruitment tool

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, talks about her experience with conflicting test results

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Magical night at the Birmingham annual dinner 2017

Magician Zamaan Ismail kept an audience of over 60 captivated at the event, held on 15 June 2017 at Hotel La Tour, Birmingham

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Investing in sport: opportunity or chance?

Are there opportunities for retail investors in the sports industry, or is it the realm of the super rich and the die-hard fan?
by Neil Fredrik Jensen

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Sir Steve Webb answers your pension questions

Sir Steve Webb, former pensions minister and currently director of policy at Royal London, visited the CISI offices to participate in a special live webcast where he answered members’ pension questions
by Jane Playdon

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Word on the Web: Brussels and the City in euro-clearing battle

The European Commission has published draft laws to bring systemically important euro-clearing inside the eurozone. The City isn’t happy
by Eila Madden

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