The Review |

Last word: Next-generation investing

Sep 26, 2018

For our children, investing is likely to be more common and more automated
by Andrew Davis

World Financial Planning Day 2018

Sep 25, 2018

The CISI is delighted to be supporting the Financial Standards Planning Board (FPSB) in celebrating World Financial Planning Day (#WFPD), for a second year, on Wednesday 3 October

Three new CISI Accredited Financial Planning Firms

Sep 25, 2018

Congratulations to Ashlea Financial Planning; boosst limited; and the Fundamental Group for achieving Accredited Financial Planning Firm^TM status

Regulatory update: Q3 2018

Sep 21, 2018

Christopher Bond, Chartered MCSI, outlines key regulatory changes in the finance sector in the past quarter. The regulatory updates outlined below were originally published in the Q3 2018 print edition of The Review

How to turn negative feedback into a positive

Sep 21, 2018

The correct handling of criticism in the workplace can lead to an improvement in your performance

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Cyber security and ‘principled spying’

Sep 20, 2018

On Thursday 27 September, Sir David Omand GCB, former head of GCHQ, will explore some of the key ethical and technical issues relating to data security we face today, in an event chaired by Lord Davidson QC, former Advocate General

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CISI awards 2018/19 Chartered Wealth Manager Scholarship of £2,500

Sep 19, 2018

The CISI is delighted to announce that Ryan Murphy of Nsure Financial Planning has been awarded the Chartered Wealth Manager Scholarship 2018

Running scenarios to add value

Sep 19, 2018

The best decisions can only be made when clients have sufficient information. So how do we give that to them? asks Jacqueline Lockie, CISI head of financial planning

CPD: Currency hedging risks

Sep 18, 2018

Retail clients should be made aware of the currency risks of investing in global portfolios, says Ben Raven, Chartered MCSI, director of Tavistock Wealth

Regulatory update September 2018

Sep 17, 2018

Alexander Culley, Chartered FCSI, compliance officer, outlines some important topical points