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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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  • end-of-year_700

    End-of-year tax planning: a checklist

    Dec 15, 2017
    Eight things to check before the end of the financial year
    by Heather Connon
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  • wotw_diversity_700

    Word on the web: Diverse challenges

    Dec 15, 2017
    In the UK and US, reports damn the financial services sector’s diversity statistics
    by Jake Matthews
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  • people700

    People: Turn right in 267 miles

    Dec 14, 2017
    Life’s a ride for motorcyclist Colin Chalkly-Maber, Chartered MCSI, who has ridden vast distances from Russia to Route 66
    by Jane Playdon
    Read more
  • CISI-christmas-xexec700

    CISI Membership Privileges: Discounted gifts

    Dec 13, 2017
    With Christmas just around the corner, take advantage of discounts on hundreds of gift-worthy items on the CISI Membership Privileges website
    Read more
  • fine-money_700

    Finding the fine money

    Dec 11, 2017
    Billions of pounds in fines have been imposed on banks for financial misconduct in the UK, but has that money gone back into people’s pockets? 
    by Phil Thornton
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  • main700

    Insights Review by ICG: November 2017

    Dec 11, 2017
    The November 2017 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
    Read more
  • cisi-budget_700

    Breaking down the Budget

    Dec 8, 2017
    Seven announcements from the Budget that will affect financial planners
    by Tony Wickenden, joint managing director, Technical Connection
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  • wotw_bitcoin_700

    Word on the web: Taxing bitcoin

    Dec 8, 2017
    The soaring value of bitcoin has left legislators grappling with the question of how to tax cryptocurrencies 
    by Jake Matthews
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  • suitability700

    Change: Suitability, shared clients and responsibility

    Dec 5, 2017
    Mark De Ste Croix MCSI, head of compliance & legal at Raymond James Investment Services, stresses the importance of good communication, between DFMs, advisers and clients
    Read more
  • stella_700

    Leading the charge

    Dec 5, 2017
    Stella Cox CBE has dedicated herself to the development of Islamic finance for more than three decades. Her contribution has earned her many accolades, but her entry into the sector wasn’t easy. This is a shortened version of our interview with Stella in the Q4 2017 edition of The Review
    by Eila Madden
    Read more
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