The Review

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

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

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

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

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

People: On the record

Sep 9, 2018

Financial planner and hospital radio presenter Francis Klonowski CFP^TM Chartered FCSI has been helping listeners relax for almost 40 years
by Lora Benson

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

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

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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Profile: Bringing dreams to life with financial planning

Apr 23, 2018

Martin Ruskin CFP^TM 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

People: Enduring challenges

Mar 20, 2018

Affiliate member Suzanne Price has a marathon tale of endurance to tell
by Lora Benson

Profile: From telesales to top planner

Feb 28, 2018

Keri Carter CFP^TM 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

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

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

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)

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