The Review |

Sharing success

Feb 7, 2020

With 40% of UK financial advisers expected to retire in the next four to ten years, according to Libertatem’s Heath Report Three, should advisory firms adopt an employee-owned structure to aid staff retention and succession planning?
by Gill Wadsworth

In the news: ESG bubbling over?

Feb 7, 2020

While the appetite for environmental, social and governance (ESG) funds is reportedly increasing, some believe that closer scrutiny is required
by Bethan Rees

Your February 2020 print edition is here

Feb 6, 2020

We are now making The Review print PDF available to all members online. Read the February 2020 issue here

CISI Membership Privileges: Valentine’s value

Feb 5, 2020

Whether you’re looking for a romantic present or a delicious meal to share with your partner, we’ve put together a list of our top picks

Asset allocation considerations for single family offices

Feb 4, 2020

Nicholas Khan-Roper, Chartered FCSI, chief investment officer and head of wealth at Advantage Family Office in Dubai, outlines the impact of different methods of asset allocation on portfolio performance

Ethical AI on the road to artificial general intelligence

Jan 31, 2020

A CISI podcast explores the artificial intelligence landscape and its advancements
by Bethan Rees

David Savill Photography - Ashley Financial Headshots-Team700

Case study: Intergenerational financial planning for the family

Jan 29, 2020

Diane Weitz CFP™ Chartered MCSI, director and founder of Ashlea Financial Planning, and her daughter Eleanor Clarke, trainee financial planner, explain how the firm is helping a couple and their son achieve their objectives
Pictures by David Savill Photography

In the news: Routes to going public

Jan 24, 2020

Initial public offerings in China and Indonesia hit the headlines, while other routes to going public are also in the limelight
by Bethan Rees

Vulnerability and capability

Jan 21, 2020

Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, explains via a mother-daughter case study that vulnerability does not necessarily mean a client is incapable of making good financial decisions

Tips for new working parents

Jan 17, 2020

Returning to work as a new parent doesn't have to be daunting
by Bethan Rees