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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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  • Michael CF700

    CISI appoints Michael Cole-Fontayn as new chairman

    Mar 27, 2018
    We are delighted to announce that the CISI Board has appointed Michael Cole-Fontayn as the new CISI chairman
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  • plan-for-life_700

    A plan for life

    Mar 26, 2018
    Helping a client to identify and meet their life goals can win financial planners much more than a loyal client, it can win them a true ambassador
    by Jill Insley
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  • gdpr_700

    The implications of GDPR for financial services firms

    Mar 26, 2018
    The new regulation will come into force on 25 May 2018. All firms should be assessing their interactions with customers’ personal data now  
    by Ritchie Bann
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  • eutech700

    Word on the web: Big tech tax tensions

    Mar 23, 2018
    EU reacts to plans for a big tech tax
    by Bethan Rees
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  • gold-700

    Financial planning's gold standard

    Mar 23, 2018

    Becoming an Accredited Financial Planning FirmTM can help you to raise standards and demonstrate the transformative power of financial planning

    Read more
  • Untitled-9

    CISI Northern Ireland branch annual dinner 2018 reaches for the Sky

    Mar 22, 2018

    Sky News Ireland correspondent David Blevins was guest speaker at the event, held on 22 February 2018 at the Belfast Harbour Commissioner’s Office

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  • WallSt700

    US advisory system in better shape than MiFID II-driven Europe

    Mar 20, 2018
    In an extract from the Winter 2018 edition of the Investment Management Review (IMR), editor Arjuna Sittampalam, Chartered MCSI, discusses the impact of MiFID II on European distribution and says that the US fiduciary system merits watching as the potential global model of the future
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  • big-data_700

    China’s big data dreams

    Mar 20, 2018
    Chinese companies outside the financial services sector have been buying overseas banks. What is the motivation behind these eye-catching acquisitions?
    by David Robinson
     
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  • Suzanne-medals700

    People: Enduring challenges

    Mar 20, 2018
    Affiliate member Suzanne Price has a marathon tale of endurance to tell
    by Lora Benson
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  • TRWealthReport700

    Wealth management: meeting high client expectations

    Mar 20, 2018
    The wealth management landscape is constantly evolving. Alberto Velasco, head of wealth management propositions - EMEA, Thomson Reuters, outlines some key considerations
    Read more
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