The Review |

Diplomacy at dinner for CISI Scotland

Sep 14, 2017

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

Financial Planning Conference 2017: Introducing Gerald Mwandiambira CFP

Sep 14, 2017

Gerald Mwandiambira CFP^® will be speaking about financial planning in Africa at the CISI’s Financial Planning Conference
by Jake Matthews

Adding alternative assets to client portfolios

Sep 12, 2017

Investing in alternatives has long been seen as a privileged enclave for elite investors. Barriers to entry were formidable unless you had large amounts to invest or were part of an institution, such as an asset manager or pension fund. But now, more and more can join the club – and take advantage of the investment opportunities
by Trevor Campbell

Change: Financial planning – regulatory developments September 2017

Sep 11, 2017

Paul Grainger CFP^TM Chartered FCSI, CEO of Complyport, outlines some regulatory and compliance issues that could or should be keeping you awake at night

Ask the experts: Key tasks for the countdown to MiFID II

Sep 11, 2017

Ian Cornwall, director of regulation at the Wealth Management Association, discusses MiFID II, the introduction of legal entity identifiers (LEIs) and how transaction reporting requirements will change
by Rosalie Starling

Word on the web: Israel laying foundations for financial services’ success

Sep 8, 2017

Israel’s finance ministry strengthens its ties with Switzerland’s financial services sector, but the lure of London is still proving strong for some firms
by Jake Matthews

How EMIR will impact currency hedging

Sep 6, 2017

New regulation has begun to tighten the rules for hedging currency risk in investment portfolios, making life more complicated for fund managers and highlighting the importance of investors asking the right questions
by Richard Willsher

What is a reputation for?

Sep 5, 2017

Reputation is a mark of quality in all aspects of business, and it should set off alarm bells when it slips
by Anthony Hilton FCSI(Hon)

Mind the gap

Sep 4, 2017

Funds held by online investment platforms grew more than fivefold between 2008 and 2016. What are the options this market offers to investors and how can advisers get the best out of it for their clients?

by Jess Unwin

Educating pension holders

Sep 4, 2017

In the wake of auto-enrolment, employers could be best placed to teach a new generation about the importance of saving for their future
by Andrew Davis