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THE REVIEW

The Journal of the Chartered Institute for Securities & Investment
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THE REVIEW
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  • wotw_blockchain_700

    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
    Read more
  • rfm700

    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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  • the-team700

    My business: Giving clients lifelong security

    Jan 23, 2017
    Sandy Robertson CFPTM 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
    Read more
  • wotw_financial-fraud_700

    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
    Read more
  • generation-game_700

    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
    Read more
  • case study700

    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
    Read more
  • wotw_mortgages_700

    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
    Read more
  • keep-it-simple-stupid_700

    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
    Read more
  • small

    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
    Read more
  • changing-firms_700

    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?
    Read more
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