The Review

Music and magic at the CISI West Country branch annual dinner 2017

A string quartet and magician Dan Brazier kept an audience of over 60 entertained at the event, held on 14 September 2017 at The Devon Hotel, Exeter

CISI Manchester and District branch annual dinner 2017

Guests at the event contributed over £1,200 excluding gift aid to the Social Mobility Foundation

Diplomacy at dinner for CISI Scotland

Former British ambassador to the United States Sir Christopher Meyer was guest speaker at the CISI Scotland annual dinner, held on 7 September 2017 at the Principal Edinburgh Hotel, Edinburgh

Word on the web: Tech giants could be next big competitors to banks

Fintech start-ups are not as disruptive to the financial services sector as expected
by Jake Matthews

Word on the web: Pre-crisis misconduct still catching up with banks

Payment protection insurance (PPI) still haunts advisers and banks, while worldwide fines for poor conduct reaches £264bn

by Jake Matthews

Over 200 discounts now available to CISI student members in the UK through NUS extra

CISI student members in the UK now have access to over 200 discounts through a partnership with the NUS

Word on the web: 'Unknown' stocks spike in US and China

Unknown stocks have been targeted in the US amid a reduction in analyst research, while an obscure Chinese stock spike chimes with the planned increase of regulation
by Rosalie Starling

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Winner of 2017 Hoare Nairne Scholarship announced

We are delighted to announce that Ben Manser, Chartered MCSI of Coutts Crown Dependencies, Jersey has been awarded the scholarship of £2,500 towards study costs

Word on the web: Financial regulators continue clampdown on individuals

Financial regulators worldwide are targeting four times more individuals than firms
by Rosalie Starling

Word on the web: MiFID II proves costly for asset managers

Asset management firms are being forced to invest in research functions and absorb costs as the deadline for MiFID II fast approaches
by Rosalie Starling

Word on the web: A welcome boost for SMEs

Initiatives across governments, stock markets and the banking sector are helping small and medium-sized enterprises to secure financing and improve business prospects
by Rosalie Starling

New head of financial planning at the CISI

The CISI head of financial planning, Campbell Edgar CFP^TM Chartered FCSI, will be retiring in October 2017, but will continue to be involved in some CISI financial planning technical projects

Word on the web: Financial crime crackdown

With activities such as money laundering, terrorism and sanctions evasion becoming an increasing problem for the financial community, banks and regulators must do more to help identify criminal behaviour
by Rosalie Starling

Word on the web: Millennials versus older spenders

Despite worrying levels of student debt, millennials’ spending power is heavily influencing the financial services sector. But is the increased focus on products for the younger generation leaving older spenders behind?
by Rosalie Starling

Word on the web: A cross-border problem for blockchain?

Blockchain-based platforms are being developed for major financial firms in Europe and Asia, but new research suggests the technology’s increasing use across borders could lead to legal and regulatory issues
by Rosalie Starling

Word on the web: Makeover for DB pension transfer guidance

As the volume of defined benefit pension scheme transfers increases rapidly, the FCA has responded to industry calls to update the ineffective assumptions currently available to advisers
by Rosalie Starling