Skip To The Main Content
Sign in
Register
Shop
THE REVIEW
The Journal of the Chartered Institute for Securities & Investment
Sign in
Register
Shop
The Review
Toggle navigation
THE REVIEW
Financial Planning
Analysis
Features
Insight
News
Opinion
People
Career Development
Toggle secondary navigation
Sections
Our business: Making clients feel special and cared for
Apr 25, 2019
Stafford Wealth Management was the first UK firm to receive accredited status in 2011. Directors Mike Stafford CFP™ Chartered MCSI and Phil Stafford CFP™ Chartered MCSI relate how IFP founder member Paul Etheridge CFP™ Chartered FCSI(Hon) coached them to set their firm on the path to accreditation
by Jane Playdon
Read more
Does the way you work put client data at risk?
Apr 23, 2019
General Data Protection Regulation is not just a box-ticking exercise; it should be an integral part of everyday business life, says Annabel Kaye, director at Irenicon
Read more
City view: MiFID II hits choppy waters
Apr 23, 2019
Firms should engage actively with regulators to highlight practical issues that emerge from the implementation of the Markets in Financial Instruments Directive II (MiFID II)
Read more
Tokenisation: crypto is preparing for prime-time finance
Apr 23, 2019
CISI Corporate Finance Forum committee member Mauro Tortone, Chartered MCSI, director at P27, asks whether security tokens will revolutionise corporate finance
Read more
People: The calm of kendo
Apr 18, 2019
Liam Palmer, Chartered MCSI, cuts through the stress, intensity and challenges of work by practising the Japanese martial art of kendo twice a week
by Lora Benson MCIPR, CISI head of media
Read more
The golden rules of handover notes
Apr 18, 2019
How to ensure a smooth transition while you’re on annual leave
by Bethan Rees
Read more
CISI Awards Ceremony 2019: Celebrating a global competitive edge
Apr 16, 2019
Our 26th annual awards ceremony and drinks reception, held at Mansion House, London, celebrated outstanding achievement amongst 68 CISI global finance students
Read more
In the news: All that glitters
Apr 12, 2019
The appetite for and price of gold continues to rise
by Bethan Rees
Read more
Last word: Testing times for P2P players
Apr 11, 2019
Suitability questions could be the best way of protecting retail investors from this higher risk sector
by Andrew Davis
Read more
CISI Membership Privileges: 10% off Wickes for a limited time
Apr 9, 2019
Doing any DIY this Easter? Members can take advantage of 10% off Wickes products until 18 April 2019
Read more
Prev
Next
Close