THE REVIEW

Seven announcements from the Budget that will affect financial planners
by Tony Wickenden, joint managing director, Technical Connection

Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
by Eila Madden

Zoë Cousens MCSI, owner of Castellet Consulting, a member of the CISI’s UAE National Advisory Board and Guernsey Finance’s Middle East representative, discusses raising awareness of gender-related issues, the value of her CISI membership and her love of working in the UAE
by Jake Matthews

From transferring money to raising capital, fintech is changing the way products and services are delivered across the finance sector. In this preview of the Q4 2017 edition of The Review, some of the fintech entrepreneurs who are shaking things up explain what fintech means to them
by Dan Matthews

Managers investing in their own funds is becoming an increasingly popular practice, but is it a validation of performance or a conflict of interest?   
by Ritchie Bann

Leaders from the financial planning community made their way to the Celtic Manor Resort in Newport, Wales for the CISI’s second Financial Planning Conference on 25–27 September 2017. Here we outline some highlights from the third and final day 
by Jake Matthews

Leaders from the financial planning community made their way to the Celtic Manor Resort in Newport, Wales for the CISI’s second Financial Planning Conference on 25–27 September 2017. Here we outline some highlights from the second day 
by Jake Matthews

Leaders from the financial planning community made their way to the Celtic Manor Resort in Newport, Wales for the CISI’s second Financial Planning Conference on 25–27 September 2017. Here we outline some highlights from the first day 
by Jake Matthews

September 2017 marks the start of the fifth academic year that the CISI Educational Trust has sponsored an educational programme in Liverpool, and the success of the programme goes from strength to strength
by Anne Chisholm, CISI regional education development liaison executive

Small stock exchanges are an integral part of the financial ecosystem, helping to raise growth capital for small to medium-sized enterprises and providing investors with an alternative to low-interest asset classes
by Neil Jensen

Corporate governance and stewardship have transformed the reputation of UK companies over the past three decades, thanks in large part to Guy Jubb, but, as the pioneer of good corporate citizenship, he says there is still much to do
by Eila Madden

Sophia Bera CFP^® will be speaking about next-generation financial planning at the CISI’s Financial Planning Conference
by Jake Matthews

Investing in alternatives has long been seen as a privileged enclave for elite investors. Barriers to entry were formidable unless you had large amounts to invest or were part of an institution, such as an asset manager or pension fund. But now, more and more can join the club – and take advantage of the investment opportunities
by Trevor Campbell

Ian Cornwall, director of regulation at the Wealth Management Association, discusses MiFID II, the introduction of legal entity identifiers (LEIs) and how transaction reporting requirements will change
by Rosalie Starling

New regulation has begun to tighten the rules for hedging currency risk in investment portfolios, making life more complicated for fund managers and highlighting the importance of investors asking the right questions
by Richard Willsher

Funds held by online investment platforms grew more than fivefold between 2008 and 2016. What are the options this market offers to investors and how can advisers get the best out of it for their clients?