The Review |

Your Q4 2017 print edition will be with you soon

Nov 3, 2017

From up-and-coming entrepreneurs to mergers and acquisitions and the role of artificial intelligence in financial services, discover everything you need to know about the fintech sector in the Q4 2017 edition of The Review

Introducing The Insights Review by ICG

Oct 27, 2017

We’re delighted to announce a new CPD opportunity for our members, in the form of co-branded publication The Insights Review, produced by Internal Consulting Group

Grey matters ethical dilemma: Trust in conflict

Oct 27, 2017

Philip must balance his role as a trustee and a financial adviser to the trustees, with the responsibility to act in the best interests of his long-standing client. How should Philip proceed?

Word on the web: Grappling globally with MiFID II

Oct 27, 2017

From America to Australia, MiFID II is shaping business strategies worldwide – but there’s no one clear solution
by Jake Matthews

First person: A world without analysts

Oct 26, 2017

Some forecasts say that only a third of analysts will still be employed two years after the revised Markets in Financial Instruments Directive (MiFID II). The Review columnist Anthony Hilton FCSI(Hon) asks what this new world look will look like

Word on the web: A focus on pensions

Oct 20, 2017

Trust in pensions and claim management companies scrutinised as EU regulators start assessing costs and performance
by Jake Matthews

Putting your money where your mouth is

Oct 19, 2017

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

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

Oct 18, 2017

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

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

Oct 13, 2017

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

Word on the web: Costs under the spotlight

Oct 13, 2017

The cost of adviser platforms has been assessed, while Fidelity International’s new payment structure provokes more questions
by Jake Matthews