The latest issue of The Review
is out now. Here’s a taster of what’s included in January’s magazine.
The year ahead
After a turbulent 2016, the coming year is set to be another one of significant change. We highlight the key events that will have an impact on the financial services industry throughout 2017.
When client-facing employees move firms, who owns the relationship with the clients? Departures can often be acrimonious, with suspicion of client poaching. We look at how companies can hold onto business while allowing employees to leave on good terms.
Making a statement
Discussion around the Autumn Statement, Chancellor Philip Hammond’s first, may have been dominated with deciphering the government’s post-Brexit vote strategy, but there was plenty for financial planners to be aware of.
Keep it simple, stupid
We meet Gemma Godfrey, founder and CEO of online wealth manager Moola, and discuss how she wants to cut out the complexity from financial services. She also discusses her burgeoning media career, including her forthcoming appearance as a judge on US version of The Celebrity Apprentice.
While investment levels in green energy during 2015 hit record levels, cuts in government subsidies meant that 2016 was likely to have dropped. We discuss how the energy industry needs to rethink its approach.
The generation game
How do financial planners from different generations approach their work? We speak to two leading industry figures from different ends of the generational spectrum about their approaches.
The edition contains plenty of thought-provoking opinions, too. Anthony Hilton looks at how regulators could use orphan assets captured from the fund management industry, while Andrew Davis considers how financial education in the UK can improve.
It also includes ‘Change’ – a round-up of key regulatory changes in the last quarter, and the latest edition of the CISI’s academic journal, Review of Financial Markets
, which contains cutting-edge research.
All members, excluding student members, are eligible to receive the quarterly print edition of the magazine. Members can opt in to receive the print edition by logging in to MyCISI, clicking on ‘My account’, then clicking the ‘Communications’ tab and selecting ‘Yes’ on the The Review (hard copy) option.
Once you have read the print edition, keep coming back to the digital edition of The Review, which is updated regularly with news, features and comment about the Institute and the financial services industry.