The Review |

Global audit governance: how reliable are published accounts?

Jun 15, 2017

Phil Thornton explains how integrated reporting can help investors to hold companies to account

50,000 take CISI IntegrityMatters test

Jun 14, 2017

The CISI's IntegrityMatters test, introduced in September 2008, has now been sat 50,000 times by candidates from the largest to the smallest UK and global financial services firms

Word on the web: Lukewarm welcome for first cash LISA

Jun 9, 2017

Skipton Building Society has recently become the first provider to offer savers a cash LISA but commentators have raised concerns about the merits of the product in general
by Eila Madden

How to build a training plan for advisers

Jun 7, 2017

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, outlines some considerations when developing staff training plans

Profile: Keeping the peace

Jun 7, 2017

Paul Schott Stevens, president and CEO of the Investment Company Institute, reflects on the many crises faced during his time working in the US financial services industry, and explains why an appropriate framework of regulation will be so important moving forward
by Rosalie Starling

CPD: Russian financial markets – a post-trade success story

Jun 5, 2017

Behind the headlines about Russia – sabre-rattling, expansionism, flawed economy, oligarchs and money laundering – lies an unsung professional community in the securities and investment industry, whose achievements other markets would do well to emulate

The CISI Financial Planning Gala Awards 2017 is open for entries

Jun 2, 2017

The CISI’s Financial Planning Gala Awards will be held this year at the CISI Financial Planning Conference 2017 at Celtic Manor Resort, which runs 25–27 September

Word on the web: Financial services sector slow to embrace AI

Jun 2, 2017

The rapid growth of artificial intelligence represents a key opportunity for the financial services sector, but brings with it a host of challenges
by Rosalie Starling

WMA members vote for merger with APFA

Jun 1, 2017

The CISI's closest trade association, the Wealth Management Association (WMA), together with the Association of Professional Financial Advisers (APFA) became the Personal Investment Management & Financial Advice Association (PIMFA) on 1 June 2017

Change Q2 2017: Top regulatory developments

May 31, 2017

Christopher Bond, Chartered MCSI, Change editor, outlines key regulatory changes in the finance industry in the past quarter. The regulatory updates outlined below were originally published in the Q2 print edition of The Review