The Review |

Your health is your wealth

Dec 29, 2017

Some financial planning firms are using fitness data to complement their client service, but it is yet to be fully harnessed by the sector
by Jake Matthews

The year ahead: seven things to watch out for

Dec 28, 2017

From MiFID II to midterms, here’s what to keep an eye on in 2018
by Jake Matthews

Review of Financial Markets: Q4 2017

Dec 22, 2017

The Q4 2017 edition of RoFM, edited by George Littlejohn MCSI, senior adviser to the CISI, features research and analysis related to wealth management, capital markets and banking

How to work a room

Dec 22, 2017

Networking can be a stressful experience, so here are four steps that will help ease the experience for you
by Jake Matthews

First person: The revolution is coming

Dec 21, 2017

The financial sector has experienced technology-driven change before but fintech is something different; it has the potential to disrupt the entire competitive landscape overnight
by Anthony Hilton FCSI(Hon)

Inaugural CISI Southern branch annual dinner kicks off with a key message

Dec 21, 2017

Kate Lester, a local entrepreneur, provided the audience with insights into the importance of ethics, values and integrity in the financial services sector at the event, held on 30 November 2017 at Harbour Hotel, Surrey

IMR Autumn 2017: Deglobalisation dangers for asset managers

Dec 20, 2017

We are now featuring extracts from the Investment Management Review (IMR) as an eight-page supplement within The Review print edition. The first extract is reproduced here, with links to the entire IMR magazine online

CISI Cotswolds branch inaugural annual dinner 2017

Dec 20, 2017

The first annual dinner for the new CISI Cotswolds branch was held at the Greenway Hotel, Cheltenham on 30 November 2017

Case study: Managing family conflict arising from a windfall

Dec 19, 2017

Kevin Garfagnini CFP^TM Chartered MCSI helps his clients ensure that their unexpected financial windfall can be shared as they want around the family, avoiding unnecessary inheritance tax through the use of trusts and tax efficient investing

CISI East Anglia annual dinner 2017 keeps guests guessing

Dec 19, 2017

Magician Chris North kept an audience of over 45 on their toes with his tricks at the event, held on 9 November 2017 at Corpus Christi College, Cambridge