The Review |

Getting to grips with MiFID II costs and charges

May 13, 2019

Disclosure requirements of costs and charges under MiFID II are causing confusion for clients and professionals
by Richard Willsher

Returning to work after maternity leave

May 10, 2019

Going back to work after having a child can be a daunting prospect. Here are some tips on easing yourself back into working life
by Bethan Rees

Retiring abroad

May 8, 2019

For many clients, retiring abroad is a dream come true, but the reality can be full of pitfalls. Financial planners can help their clients to make this ‘transition of a lifetime’ a smooth one
by Neil Jensen

First person: Trackers on top

May 7, 2019

Active managers are coming under greater pressure as index funds knock them for six
by Anthony Hilton FCSI(Hon)

The great wealth transfer

May 3, 2019

As the UK prepares for £1.2tn to pass from older to younger generations over the next 30 years, financial planners should start thinking about how they can best support the heirs to this wealth. Amyr Rocha-Lima MCSI, financial planner at Holland Hahn and Wills LLP, and member of the CISI’s Financial Planning Forum Committee, reports

Ask the experts: We need to talk about KIDs

May 3, 2019

Ian Sayers, chief executive of the Association of Investment Companies (AIC), has major concerns about key information documents (KIDs)
by Bethan Rees

Mindfulness tips for the workplace

May 3, 2019

There are plenty of ways to practise mindfulness at work, to help combat stress and reduce distractions
by Bethan Rees

Annual Cyprus gala dinner celebrates ten years of the Cyprus NAC

Apr 29, 2019

The CISI Board of Directors attended the event, celebrating ten years of the CISI Cyprus National Advisory Council (NAC)

First Iberian fintech conference in Lisbon

Apr 29, 2019

María Ruiz de Velasco, Chartered FCSI, solicitor and head of fintech and financial regulation at ECIJA Law & Technology, organised the inaugural event to enable the main players of the Iberian fintech space to meet, share experiences and discuss the key topics that concern both financial institutions and regulators

In the news: Mental health in India

Apr 26, 2019

Corporate efforts in mental health are on the rise, but there’s still far to go
by BethanRees