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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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  • Our business700

    Our business: Making clients feel special and cared for

    Apr 25, 2019
    Stafford Wealth Management was the first UK firm to receive accredited status in 2011. Directors Mike Stafford CFP™ Chartered MCSI and Phil Stafford CFP™ Chartered MCSI relate how IFP founder member Paul Etheridge CFP™ Chartered FCSI(Hon) coached them to set their firm on the path to accreditation
    by Jane Playdon
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  • FPC-annabel-kaye-sm

    Does the way you work put client data at risk?

    Apr 23, 2019
    General Data Protection Regulation is not just a box-ticking exercise; it should be an integral part of everyday business life, says Annabel Kaye, director at Irenicon
    Read more
  • city-view-2018_web700

    City view: MiFID II hits choppy waters

    Apr 23, 2019
    Firms should engage actively with regulators to highlight practical issues that emerge from the implementation of the Markets in Financial Instruments Directive II (MiFID II)
    Read more
  • ICO-700

    Tokenisation: crypto is preparing for prime-time finance

    Apr 23, 2019
    CISI Corporate Finance Forum committee member Mauro Tortone, Chartered MCSI, director at P27, asks whether security tokens will revolutionise corporate finance
    Read more
  • kendo1-700

    People: The calm of kendo

    Apr 18, 2019
    Liam Palmer, Chartered MCSI, cuts through the stress, intensity and challenges of work by practising the Japanese martial art of kendo twice a week
    by Lora Benson MCIPR, CISI head of media
    Read more
  • AdobeStock_162076724_700x385px

    The golden rules of handover notes

    Apr 18, 2019
    How to ensure a smooth transition while you’re on annual leave 
    by Bethan Rees
    Read more
  • CISI Awards 2019 Highlights

    CISI Awards Ceremony 2019: Celebrating a global competitive edge

    Apr 16, 2019
    Our 26th annual awards ceremony and drinks reception, held at Mansion House, London, celebrated outstanding achievement amongst 68 CISI global finance students
    Read more
  • the-effective-manager_700

    In the news: All that glitters

    Apr 12, 2019
    The appetite for and price of gold continues to rise 
    by Bethan Rees
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  • last-word_700

    Last word: Testing times for P2P players

    Apr 11, 2019
    Suitability questions could be the best way of protecting retail investors from this higher risk sector
    by Andrew Davis
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  • wickes_700

    CISI Membership Privileges: 10% off Wickes for a limited time

    Apr 9, 2019
    Doing any DIY this Easter? Members can take advantage of 10% off Wickes products until 18 April 2019
    Read more
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