The sensible optimist Nikhil Rathi, CEO of London Stock Exchange and director of international development at London Stock Exchange Group, on how the exchange needs to embrace technological disruption to remain resilient.
Whose wealth is it anyway? Since the
Criminal Finances Act 2017 provisions on unexplained wealth orders came into force, what have the consequences been for wealth managers?
The art of listening Listening could turn out to be an adviser’s greatest strength.
Will ring-fencing make UK banks safer?Since 1 January 2019, large banks have been required to ring-fence their retail services, with an aim to ending the problem of banks being ‘too big to fail’. We examine the impact of the Vickers reforms so far.
The great wealth transferAmyr Rocha-Lima MCSI on why financial planners should think about how to support heirs of generational wealth.
Retiring abroad For some clients, retiring abroad is an attractive consideration. However, this dream can be full of pitfalls. We look at how financial planners can help clients to make this a smooth transition.
Special report: Pensions This two-part report on pensions looks at how pension fund surpluses should be viewed with caution and the changing world of pension fund allocation.
The Q1 issue includes some interesting viewpoints too. Anthony Hilton FCSI(Hon) reports on active managers being under pressure and Andrew Davis explains why it’s a testing time for peer-to-peer lenders.
It also includes a regulatory update from Christopher Bond, Chartered MCSI, and the latest edition of the CISI’s academic journal,
Review of Financial Markets, which contains new research edited by George Littlejohn MCSI.
All CISI members, excluding student members, are eligible to receive the quarterly print edition of the magazine. Members can opt in to receive the print edition by logging in to MyCISI, clicking on My account, then clicking the Communications tab and selecting ‘Yes’.
Seen a blog, news story or discussion online that you think might interest CISI members? Email bethan.rees@wardour.co.uk.