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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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  • Kinder700

    Profile: George Kinder, the father of life planning

    Jun 14, 2019
    George Kinder, founder of the Kinder Institute of Life Planning, explains why financial planners need to spend more time listening to their clients to help them achieve their life goals
    by Dominic Dudley
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  • bola_700

    Back story: Bola Ajomale

    Jun 7, 2019
    Bola Ajomale, inaugural president of the Nigerian NAC and managing director and CEO of NASD, on his varied career to date and how the CISI has helped him
    by Bethan Rees
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  • Tim Boles Cape Town700

    People: On the Fury road with Butch the big black Camaro

    Feb 11, 2019

    Tim Boles’ Chevrolet Camaro has outpaced racing megastars and appeared in Mad Max Fury Road
    by Lora Benson, CISI head of media

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  • mcf_700

    Profile: Michael Cole-Fontayn MCSI, the CISI’s new chairman

    Dec 19, 2018
    Michael Cole-Fontayn MCSI, the CISI’s new chairman, has enjoyed a successful 35-year career in banking. Now, he wants to use his chairmanship to offer the wider sector the benefit of his experience
    by Eila Madden
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  • Marshall_700

    Profile: Marshall Bailey OBE, the unlikely banker

    Sep 13, 2018
    Marshall Bailey OBE, the new chairman of the Financial Services Compensation Scheme, explains in the Q3 2018 edition of The Review that banking has a purpose beyond profit – to contribute to the greater good of the economy and society
    by Eila Madden
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  • FrancisKlonowski700

    People: On the record

    Sep 9, 2018
    Financial planner and hospital radio presenter Francis Klonowski CFPTM Chartered FCSI has been helping listeners relax for almost 40 years
    by Lora Benson
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  • Marshall1_700x385

    Previewing the Q3 2018 print edition: Marshall Bailey OBE

    Sep 6, 2018
    In the Q3 2018 edition of The Review, we talk to the new chairman of the Financial Services Compensation Scheme, Marshall Bailey OBE
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  • luis700

    People: Having a laugh

    Jun 18, 2018
    What do you call a Portuguese data analyst who performs stand-up comedy as a hobby in Scotland?
    by Lora Benson
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  • aj_700

    Profile: Ethical AI – the future of banking?

    May 2, 2018

    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 

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  • martin70009615e2d13b668408d49ff0000211f6f

    Profile: Bringing dreams to life with financial planning

    Apr 23, 2018
    Martin Ruskin CFPTM Chartered MCSI, head of business development at Paradigm Norton Financial Planning and chair of the CISI’s Financial Planning Forum Committee, talks us through his career and the challenges the financial planning sector is facing
    by Bethan Rees 
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  • Suzanne-medals700

    People: Enduring challenges

    Mar 20, 2018
    Affiliate member Suzanne Price has a marathon tale of endurance to tell
    by Lora Benson
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  • KeriCarter700px

    Profile: From telesales to top planner

    Feb 28, 2018
    Keri Carter CFPTM Chartered MCSI is a former CFP Professional of the Year who joined Broadway Financial Planning 17 years ago, but her route to a leadership role in the profession has been somewhat unconventional
    by Bethan Rees
    Read more
  • Young_Entrepreneurs_group_700

    The disruptors

    Jan 17, 2018
    From transferring money to raising capital, fintech is changing the way products and services are delivered across the finance sector. The Review spoke to some of the fintech entrepreneurs who are shaking things up
    by Dan Matthews
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  • angela-knight_700

    Profile: Banking on the brink

    Jan 12, 2018
    From John Major’s Government to the heart of the financial crisis, Angela Knight CBE FCSI(Hon) has been at the frontline of change for more than two decades
    by Jake Matthews
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  • hilton_2_700

    First person: The revolution is coming

    Dec 21, 2017
    The financial sector has experienced technology-driven change before but fintech is something different; it has the potential to disrupt the entire competitive landscape overnight
    by Anthony Hilton FCSI(Hon)
    Read more
  • people700

    People: Turn right in 267 miles

    Dec 14, 2017
    Life’s a ride for motorcyclist Colin Chalkly-Maber, Chartered MCSI, who has ridden vast distances from Russia to Route 66
    by Jane Playdon
    Read more
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