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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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  • sign of the times

    Grey matters ethical dilemma: A sign of the times?

    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
  • wm-fp_1920

    Blurred lines: vertical integration in financial services

    Should financial services firms be integrating wealth management and financial planning?
    by Ritchie Bann
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  • gdpr-mifid_1920

    Clash of the data protection regulations?

    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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  • cryptocurrencies_1920

    Talking to clients about cryptocurrencies

    What are the principles behind the digital cash and what does its growing popularity mean for investments?
    by Tim Green
    Read more
  • aj_1920

    Profile: Ethical AI – the future of banking?

    Antony Jenkins, former CEO of Barclays, thinks artificial intelligence will have a transformative effect on the financial services sector and many aspects of our future lives
    by Jess Unwin 

    Read more
  • city view

    City view: Antisocial media?

    Holding big tech to account
    by Robert Merrifield, Chartered FCSI
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  • iStock-455462691_1920x1056

    Regulatory overstretch

    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
  • sign of the times700

    Grey matters ethical dilemma: A sign of the times?

    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?

    New appointments in financial services reflect an increase of women in the workplace
    by Bethan Rees
    Read more
  • wm-fp_700

    Blurred lines: vertical integration in financial services

    Should financial services firms be integrating wealth management and financial planning?
    by Ritchie Bann
    Read more
  • mental-health_700

    Talking about mental health at work

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

    The power of effective client communication

    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

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

    Clash of the data protection regulations?

    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 
     
    Read more
  • irelandC

    CISI Ireland Awards Ceremony 2018

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

    Read more
  • dr ed700

    CISI Paraplanner Conference 2018: Polar adventurer to host

    With just over one month to go until the event, taking place 12–13 June, the host has been revealed as BBC adventurer Dr Ed Coats

    Read more
  • biometric_700

    In the news: Biometric banking

    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

    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

    The April 2018 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • cv700

    How to improve your CV

    Getting a CV right is an essential part of securing the job you want, but there are many mistakes people often make
    by Tom Hagues
    Read more
  • AIB700

    Executing an IPO – a shareholder perspective

    Des Carville, head of the shareholding & financial advisory division at the Irish Department of Finance, delivered a presentation on how he saw through the largest European IPO of 2017 – Allied Irish Banks
    by Eugene Kiernan, Chartered MCSI, CISI Ireland National Advisory Council member
    Read more
  • insight conf700

    Manchester Careers in Investment Management Insight Conference 2018

    Sixth form students from schools across Manchester and Stoke recently took part in an Insight day, hosted at AJ Bell’s offices at Exchange Quays in Salford, aimed at raising awareness and interest in the financial services sector
    by Anne Chisholm, CISI schools liaison executive

    Read more
  • aj_700

    Profile: Ethical AI – the future of banking?

    Antony Jenkins, former CEO of Barclays, thinks artificial intelligence will have a transformative effect on the financial services sector and many aspects of our future lives
    by Jess Unwin 

    Read more
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