The Review |

Change October 2017: Asset Management Market Study

Oct 12, 2017

Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, looks at the impact of the recent FCA study for asset managers, private wealth managers and platforms

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

Oct 11, 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 first day
by Jake Matthews

Word on the web: Global changes in the world of asset management

Oct 6, 2017

Fidelity International changes their payment model as the UK and Saudi Arabia help their respective sectors
by Jake Matthews

Life's better with a financial plan

Oct 4, 2017

Wednesday 4 October is the first ever Financial Standards Planning Board (FPSB) World Financial Planning Day. In collaboration with the FPSB, here is a reminder of what financial planning is and what it can do for you

Case study: The calm after the storm

Oct 3, 2017

Sam Whybrow CFP^TM Chartered MCSI helps his client navigate through divorce and job resignation and sets her on the path to a secure early retirement

Financial Planning Gala Awards 2017

Sep 29, 2017

The CISI’s Financial Planning Gala Awards were held on Tuesday 26 September 2017 as part of the Financial Planning Conference at the Celtic Manor Resort in Wales. Attendees donated £6,871.60 to the charity Breast Cancer Now. Congratulations to all the winners!

Word on the web: Consumer debt quality causes concern

Sep 29, 2017

As the Bank of England raises a red flag over consumers’ ability to pay off credit, the Labour Party says credit cards are placing people in “persistent debt”
by Eila Madden

CISI Educational Trust sponsored project – Liverpool

Sep 29, 2017

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

Review of Financial Markets: Q3 2017

Sep 27, 2017

The Q3 2017 edition of the RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis related to wealth management, capital markets and banking

MiFID II and research: What are firms doing now?

Sep 27, 2017

Phil Thornton examines how UK wealth and fund managers are handling the new requirements under MiFID II surrounding the separation of commissions from research fees