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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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  • post-modern_1920

    Post-Modern Portfolio Theory and financial planning

    Much work has been done since Modern Portfolio Theory to help financial planners diversify portfolios for their clients to obtain the best outcomes
    by Gill Wadsworth 
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  • fintech_1920

    Will fintech save the City?

    Fintech is creating opportunities and risks for start-ups and established players alike. How is it driving change in education and professional development?
    by Dominic Dudley  
    Read more
  • asset-transfer_1920

    Beating the transfer market: When customers need to transfer their assets

    Technology has made investment and pension transfers easier, but not all transfers and re-registrations are straightforward
    by Phil Thornton
    Read more
  • fics_1920

    Family investment companies: A useful tool for managing generational wealth?

    Family investment companies allow benefactors to keep control of their wealth while ensuring the next generation inherits their estate in a tax efficient manner 
    by Gill Wadsworth
    Read more
  • international adviser speak up700

    Put down the whistle and pick up the microphone

    Matt Cowan, Chartered MCSI, CISI regional director, Middle East, on creating a culture that encourages financial services employees to speak up about wrongdoing
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  • shifting landscape700

    In the news: Transforming pensions

    The shifting UK pensions landscape has caught the eye of the regulator and climate change campaigners
    by Bethan Rees
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  • Tim Boles Cape Town700

    People: On the Fury road with Butch the big black Camaro

    Tim Boles’ Chevrolet Camaro has outpaced racing megastars and appeared in Mad Max Fury Road
    by Lora Benson, CISI head of media

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  • case study700

    Case study: World Citizens – a practical example

    Phil Billingham CFPTM Chartered MCSI, director at Perceptive Planning, unravels a couple’s fiendishly complex financial situation arising from working in three countries, three currencies and different tax regimes

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  • Vasu Dev and Neel Kamal-700

    Back story: Vasu Dev Puri MCSI and Neel Kamal Puri MCSI

    Twins Vasu Dev Puri MCSI and Neel Kamal Puri MCSI are the youngest candidates to achieve our level 6 Diploma in Corporate Finance, having been awarded the qualification in 2018 when they were both just 19 years old
    by Bethan Rees
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  • iStock-166083636_700x385

    How to deal with poor mental health at work

    Poor mental health can affect anyone. Opening up the conversation on mental health could help ease your mind and help to end the stigma 
    by Bethan Rees
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  • post-modern_700

    Post-Modern Portfolio Theory and financial planning

    Much work has been done since Modern Portfolio Theory to help financial planners diversify portfolios for their clients to obtain the best outcomes
    by Gill Wadsworth 
    Read more
  • confidence in economy Feb 2019-700

    CISI survey shows confidence in UK economy at all-time low

    Our latest survey reveals that the financial services sector's confidence in the UK economy has deteriorated to the lowest level since 2012
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  • Navigator700

    My business: Rebuilding lives with cashflow modelling

    David Crozier CFPTM Chartered MCSI, managing director at Navigator Financial Planning, explains the value of holistic financial planning
    by Jane Playdon

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  • iStock-924578652_700x385

    In the news: Fintech – making waves

    Fintech is permeating many aspects of our lives, impacting everything from financial literacy among children to the treatment of cancer
    by Bethan Rees
    Read more
  • fintech_700

    Will fintech save the City?

    Fintech is creating opportunities and risks for start-ups and established players alike. How is it driving change in education and professional development?
    by Dominic Dudley  
    Read more
  • xxxx_700

    Presenteeism in the workplace

    Continuing to work while you are unwell could be negatively impacting your business
    by Bethan Rees
    Read more
  • asset-transfer_700

    Beating the transfer market: When customers need to transfer their assets

    Technology has made investment and pension transfers easier, but not all transfers and re-registrations are straightforward
    by Phil Thornton
    Read more
  • fics_700

    Family investment companies: A useful tool for managing generational wealth?

    Family investment companies allow benefactors to keep control of their wealth while ensuring the next generation inherits their estate in a tax efficient manner 
    by Gill Wadsworth
    Read more
  • review survey 700

    The Review print edition reader survey: tell us what you think

    Do you read The Review print edition? Tell us what you think for your chance to win a £100 Amazon voucher
    Read more
  • news_mifid2_700

    In the news: One year since MiFID II

    MiFID II has been transforming financial services since January 2018. What areas have been affected most and what are regulators focusing on in 2019? 
    by Bethan Rees
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