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The Journal of the Chartered Institute for Securities & Investment
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Word on the web: Building up blockchain
Jan 27, 2017
Blockchain technology has generated a huge amount of excitement, but investment banks still have a way to go before rolling out industrial scale finance projects that will hold up in a real world environment
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Review of Financial Markets: January 2017
Jan 24, 2017
The January 2017 edition of the
RoFM,
edited by senior adviser to the CISI George Littlejohn MCSI, focuses on sustainable investment
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My business: Giving clients lifelong security
Jan 23, 2017
Sandy Robertson CFP
TM
Chartered FCSI, managing director of Acumen Financial Planning, talks about the value of keeping focused on a client’s destination while also allowing flexibility along the way
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Word on the web: Digital deception
Jan 23, 2017
The financial services sector has witnessed a substantial rise in fraud and risk incidents in recent times, as operations become evermore digitalised
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The generation game
Jan 23, 2017
How do financial planners from different generations approach their work? Gareth Francis speaks to John, 26, and Michael, 78, both from BHP Wealth
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Case study: The magic of pension planning for business owners and the need to act now
Jan 22, 2017
Julius Lipner, financial planner and investment director at Consilia Wealth Management, explains how a small self-administered pension scheme can be used to buy your own office and save for your future
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Word on the web: Buy-to-lets take a hit
Jan 20, 2017
Buy-to-let mortgages have suffered this month, with Government interventions causing lenders to pull out of the market
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Keep it Simple, Stupid
Jan 19, 2017
Gemma Godfrey, CEO of online wealth manager Moola, explains why she believes it’s time for finance to cut out complexity. Dan Matthews reports
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Read the January 2017 edition of the Investment Management Review
Jan 19, 2017
The January 2017 edition of the
Investment Management Review
is out now, providing comprehensive coverage and analysis of the latest key global developments across the asset management industry
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Preparing for departures
Jan 18, 2017
Departures of client-facing advisers from a firm can be acrimonious, as employers worry about client poaching. How can companies hold on to business and allow advisers to leave on good terms?
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