The Review |

Finding a competitive edge

May 10, 2017

The graduate job market is more competitive than ever, and it isn’t just a degree that gets a student’s foot in the ‘interview’ doorway

My business: Connecting with clients emotionally

May 10, 2017

Ian Painter CFP^TM Chartered FCSI, managing director of Affinity Integrated Wealth Management, talks about balancing emotions and budgets

City view: My word is still my bond

May 10, 2017

As it has done since its inception 25 years ago, the Institute will continue to develop and promote high professional, educational and ethical standards for the benefit of its membership and the wider public

Future impact

May 9, 2017

How will millennials shape our industry? We ask a selection of outstanding young professionals what they think
by Jane Playdon and Christopher Parsons
photos by Alun Calender

Save yourself from disastrous financial decisions with a CFP™ professional

May 5, 2017

It may feel safer following the investment crowd, but being part of the herd is often highly detrimental. Emma Lunn explains how working with a CERTIFIED FINANCIAL PLANNER^TM professional can help clients to take control of their wealth

Word on the web: Mortgage market maze

May 5, 2017

With mortgage debts set to double and ‘risky’ mortgages at 4.5 times people’s salary, just how unsettled is the current market?
by Sally Abbotts

Previewing the Q2 print edition: Lessons from the chairmen

May 3, 2017

Barclays’ John McFarlane FCSI and London Stock Exchange Group’s Donald Brydon CBE are two of the financial services sector’s most experienced chairmen. In this preview of the 25th anniversary edition of The Review, they share some of their views on the values and attitudes that will drive the industry forward

Back story: Nihit Raj Joshi

May 3, 2017

Nihit Raj Joshi, postgraduate student at Queen Mary University of London and one of the top performing 2017 CISI Educational Trust Award winners, explains how education will help him to secure his dream career in wealth management
by Rosalie Starling

Word on the web: Financial services sector pay rise

Apr 28, 2017

Financial services salaries are rising, with firms paying more and more for the sector’s top talent
by Rosalie Starling

Making the jump from coaching to mentoring

Apr 27, 2017

Jacqueline Lockie CFP^TM Chartered FCSI, CISI deputy head of financial planning, talks about her experiences with mentoring and coaching