The Review |

Four ways Gemma Godfrey wants to change financial advice

Dec 21, 2016

In our January 2017 print edition of The Review, Gemma Godfrey, CEO of online wealth manager Moola, explains to Dan Matthews why she believes it’s time for finance to cut out complexity

Word on the web: Stress and the City

Dec 16, 2016

The financial services sector is finally starting to take employees' mental wellbeing seriously

A punchy evening at the CISI South Coast branch annual dinner 2016

Dec 16, 2016

The Rt. Hon Lord (John) Prescott pulled no punches in keeping guests entertained at the event

Profile: Being a financial planner is a “huge privilege”

Dec 14, 2016

Ian Howe CFP™ Chartered MCSI, managing director of financial services firm Baigrie Davies and the new chairman of the CISI’s IFP Forum Committee, looks back on two key moments that changed both his career and his life

Word on the web: Trump’s China tweets were bluster, mostly

Dec 9, 2016

Donald Trump’s Twitter tirade against China’s trade and monetary policies spooked markets momentarily but the real risk to investors lies in how the President-elect manages geopolitical tensions in the region

First person: Finding a home for orphan assets

Dec 7, 2016

The FCA is turning its attention on fund managers in the hunt for unclaimed accounts, writes The Review columnist Anthony Hilton

A magical evening at the CISI East Anglia branch annual dinner 2016

Dec 6, 2016

Olly Day, entertainer and magician, kept guests guessing at the event at the Assembly House, Norwich

MiFID II: pointers for financial planners

Dec 5, 2016

The second Markets in Financial Instruments Directive (MiFID II) may well have been rumbling on in the background for many years, but this alphabet soup of regulation is fast approaching for financial planners

Brexit: options for financial services firms

Dec 2, 2016

Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets, says that it may be prudent for financial services firms to hope for the best, but plan for the worst

Change: Buy-side asset managers – regulatory developments December 2016

Dec 2, 2016

Gerard Dique MCSI, Senior Compliance Officer at AXA Investment Managers Real Assets, outlines some important topical points