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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • Building blocks - 1920

    Building blocks to a bright future

    A Fortune 500 CEO shares some insights on how to evolve in your career
    by Lauren Johnson, CISI copywriter 
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  • copytrading_1920

    Copy trading rules and risks

    This form of DIY investing might be compelling for individual investors, but all parties involved must follow the rules and be aware of the risks
    by Bradley Gerrard

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  • Behavioural finance module - 1920

    Psychology of financial decision-making

    Our Professional Refresher on behavioural finance illustrates how our biases can negatively affect our investment choices
    by Lauren Johnson, CISI copywriter 
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  • fees-funds-costs_1920

    Fees and charges: the figures behind the jargon

    The cost to investors of the industry’s fees and charges has been a hot topic for some time. But what is the reality on the ground for investors?
    by Dan Atkinson

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  • esg-backlash_1920

    An ESG backlash is simmering. Will it boil over?

    Some critics are anti-ESG evangelists. Others have legitimate concerns. Advocates need to build the ESG case more robustly.
    by Paul Bryant

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  • Gender-lens_1920

    International Finance Corporation: Banking on Women

    Jessica Schnabel, global head of the Banking on Women programme, talks to Sarah Kidner about its Banking on Women initiative
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  • Inequalities_1920x1056

    Tackling inequalities

    A key theme from COP27 was the need to tackle global inequalities. The financial services sector is also ramping up its efforts to make a difference in an increasingly uncertain world
    by David Stirling

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  • CREST-1350722246_1920x1056

    Still on the CREST of a wave

    In the 30th anniversary of CREST’s inception, Peter Taylor-Whiffen looks at how it revolutionised the Stock Exchange and the equities market

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  • Taxharmony_1920

    Tax net closes in on multinationals

    More multinational companies must now pay tax in the countries in which they do business. Peter Taylor-Whiffen looks at the logistics and the implications

     

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  • Int-B-Corp_1920

    To B Corp

    For a financial services company, achieving B Corp certification can provide visible evidence that it is actively conducting business in a way that benefits all
    by David Burrows

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  • SPAC_1920

    SPAC boom-bust

    Some think SPACs fill a market void left by a deficient IPO system but critics have called them a rip-off. Who’s right and what’s next?
    by Paul Bryant

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  • vunerable-clients_700

    Vulnerable clients: protecting those who need it most

    Jun 4, 2019
    How to spot and mitigate against vulnerability in clients  
    by Gill Wadsworth
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  • Untitled-2

    An Hour for Others and football stories from the 90s

    Jun 3, 2019
    John Barnes, former England and Liverpool footballer and TV commentator, was guest speaker at the CISI Liverpool, Chester and North Wales branch annual dinner, held on 9 May 2019 at the Hilton Liverpool City Centre
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  • criminal finances700

    CPD: Countering corporate crime risk at investment firms

    May 31, 2019
    What is the corporate criminal offence of the failure to prevent tax evasion (FPTE) facilitation and what is required of investment firms? Ali Kazimi, managing director at Hansuke Consulting, explains
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  • UAE2_700x385

    In the news: UAE’s measures of success

    May 31, 2019
    The UAE ranks highly in competitiveness, but its economic growth is dampened
    by Bethan Rees
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  • Ring-fencing_700

    Will ring-fencing make UK banks safer?

    May 29, 2019
    Since 1 January 2019, large UK banks have been required to put a protective barrier around their retail services to comply with Vickers reform
    by Phil Thornton 
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  • Back-to-black_700

    Back to black

    May 28, 2019
    FTSE 100 pension fund surpluses should be viewed with caution. Sound governance and investment are the real indicators of a fund’s true health
    by Gill Wadsworth 
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  • iStock-922656500_700x385px

    Leading by example

    May 28, 2019
    The CISI’s Financial Planning Mentoring Scheme is bringing together sector experts and young professionals to help improve their financial planning skills 
    by Sandra Paul
    Read more
  • IHT-700

    Case study: Making the money last

    May 28, 2019

    Josh Butten FPFS CFP™ Chartered MCSI, director at boosst, helps put a retired couple's minds at rest after they come to him with concerns about the longevity of their wealth and the threat of inheritance tax

    Read more
  • CISI Ireland700

    Luck of the Irish: a country of opportunities

    May 28, 2019
    With strong international links and a growing CISI membership, Ireland is punching above its weight in financial services 
    by Phil Thornton
    Read more
  • AdobeStock_635893_700x385

    How to beat procrastination

    May 24, 2019
    Putting off the inevitable? Try some pomodoros or prioritisation planning
    by Bethan Rees
    Read more
  • Art-of-listening_700

    The art of listening in the digital age

    May 20, 2019
    Listening can be one of the most powerful tools in an adviser’s toolkit, but they must learn how to use it effectively
    by Sandra Paul 
    Read more
  • Nikhil_700

    Profile: Nikhil Rathi, the sensible optimist

    May 17, 2019
    Nikhil Rathi, CEO of London Stock Exchange and director of international development at London Stock Exchange Group, says we need to embrace change to face 21st century challenges
    by Eila Madden
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  • Universal_credit_700x385

    In the news: Payday loans

    May 17, 2019
    In both the UK and the US, payday lenders are in hot water 
    by Bethan Rees
    Read more
  • Butlin's half-term breaks700

    CISI Membership Privileges: Discounted half-term break

    May 13, 2019
    Limited time offer: Receive an extra £30 off Butlin's half-term breaks, valid until 31 May 2019
    Read more
  • mifid_700

    Getting to grips with MiFID II costs and charges

    May 13, 2019
    Disclosure requirements of costs and charges under MiFID II are causing confusion for clients and professionals 
    by Richard Willsher
    Read more
  • Career-dev_2_700

    Returning to work after maternity leave

    May 10, 2019
    Going back to work after having a child can be a daunting prospect. Here are some tips on easing yourself back into working life
    by Bethan Rees
    Read more
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