The Review |

In the news: Do you believe in unicorns?

Mar 29, 2019

Initial public offerings for fast-growing tech start-ups are on the agenda for Wall Street
by Bethan Rees

Has financial services regulation made the world a safer place for investors?

Mar 28, 2019

On 5 December 2018, our Wealth Management Forum hosted a debate on the effectiveness of regulation. Committee member Clive Menzies, Chartered FCSI, coordinator of the MacroRisk Connect Programme, expands on the case put to oppose the motion

Mental health in the financial planning workplace

Mar 27, 2019

Look after your mental health, not just for your own sake but also for the clients, says Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning

Your Q1 2019 print edition will be with you soon

Mar 25, 2019

The latest issue of The Review will be with you soon. Here’s a preview

Tips from the top: career advice for the young professional

Mar 22, 2019

We ask seven inspirational leaders about how to succeed when you’re just starting out

by Bethan Rees

In the news: A push for greener investments

Mar 15, 2019

Green investments could help mitigate the effects of climate change, but there are some obstacles for investors trying to access them

by Bethan Rees

CISI Membership Privileges: 25% off selected Adidas products

Mar 14, 2019

Limited time offer, available until 31 March 2019

SMCR – learning lessons from banks

Mar 12, 2019

The Senior Managers and Certification Regime (SMCR) will demand operational and cultural changes in many firms. Here’s how wealth managers and financial planners can benefit from lessons learnt by banks that have implemented SMCR already
by Paul Bryant

CISI Birmingham & West Midlands Introduction to Financial Services Insight event

Mar 8, 2019

The inaugural event was held on Friday 22 October 2018 at Succession Wealth in the city centre
by Matthew Bolton, CISI teaching and learning specialist

Gender diversity: Where are we now?

Mar 8, 2019

To mark International Women’s Day (8 March), we take a look at how the financial services sector is performing on gender diversity
by Bethan Rees