• cisi-budget_700

    Breaking down the Budget

    Seven announcements from the Budget that will affect financial planners
    by Tony Wickenden, joint managing director, Technical Connection
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  • stella_700

    Leading the charge

    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
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  • Image-23-01-2017-at-18.27_700x385

    Back Story: Zoë Cousens

    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
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    Previewing the Q4 print edition: The disruptors

    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
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  • investing-funds_700

    Putting your money where your mouth is

    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
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  • Thanks700

    Financial Planning Conference 2017: Focus on the future – day three

    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
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  • collage700

    Financial Planning Conference 2017: Focus on the future – day two

    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
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  • networking700

    Financial Planning Conference 2017: Focus on the future – day one

    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
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  • 2015-2017-700

    CISI Educational Trust sponsored project – Liverpool

    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
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  • a-crutial-contribution_700

    A crucial contribution

    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
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  • a-force-for-good_700

    A force for good

    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
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  • small

    Financial Planning Conference 2017: Introducing Sophia Bera CFP

    Sophia Bera CFP® will be speaking about next-generation financial planning at the CISI’s Financial Planning Conference
    by Jake Matthews
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  • alt-assets_700

    Adding alternative assets to client portfolios

    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
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  • xxxx_700

    Ask the experts: Key tasks for the countdown to MiFID II

    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
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  • emir_700

    How EMIR will impact currency hedging

    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
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  • mind-the-gap_700

    Mind the gap

    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?
    by Jess Unwin
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