The Review |

CISI Membership Privileges: Discounted domestic appliances

Aug 3, 2017

Save 25% on premium kitchen appliances at Miele

You’re never too old to develop as an adviser

Aug 1, 2017

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning,on the importance of lifelong learning

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

Jul 28, 2017

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

Ask the experts: Mind maps

Jul 26, 2017

Chesterton House Financial Planning’s Andy Jervis CFP^TM Chartered MCSI and Pinnacle Advisory Group’s Michael Kitces explain how mind mapping can help financial planning and advice professionals to effectively manage information, as well as improve client relationships
by Rosalie Starling

Word on the web: A welcome boost for SMEs

Jul 21, 2017

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

Age aware

Jul 20, 2017

Financial services companies have a poor record when it comes to employing older workers, with many jobseekers struggling to find work. Is your firm a culprit? Dominic Dudley explores the key issues

New head of financial planning at the CISI

Jul 17, 2017

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

Jul 14, 2017

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

Ex IFP CEO Nick Cann to speak at CISI Financial Planning Conference 2017

Jul 7, 2017

Nick Cann, who suffered a major stroke in 2013 while he was giving a speech on financial planning at Nottingham University, will speak at the close of the conference

Word on the web: Millennials versus older spenders

Jul 7, 2017

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