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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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  • eastcheapsmall

    Letter from Eastcheap: March

    Feb 15, 2016
    The marketing of financial planning as a career path is on our radar here at the CISI
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  • tips-from-coalface700

    Tips from the coalface: The power of incremental improvement

    Feb 12, 2016
    Brett Davidson, Founder of FP Advance, gives insight on why small incremental improvements should not be disregarded
    Read more
  • wotw_germany_700

    Word on the web: Germany’s exports and output stumbles

    Feb 12, 2016
    Data published this week shows a surprise fall in golden nation Germany’s exports and industrial output in December
    Read more
  • pa-awards700

    Professional Adviser Awards 2016 winners

    Feb 12, 2016
    CISI Accredited Financial Planning FirmsTM and members congratulated for achieving awards at the Professional Adviser Awards 2016
    Read more
  • ASTF Image700

    CISI Membership Privileges: Free trousers for men

    Feb 11, 2016
    Get a free pair of trousers with any suit purchase with A Suit That Fits – the largest bespoke tailors of menswear in the UK
    Read more
  • EIS VCT budget 700x413

    EIS and VCT rules: what has changed?

    Feb 10, 2016
    With the EIS and VCT rule changes, Paul Latham, Managing Director of Octopus Investments, raises questions about where the market is heading, and whether this will bring any opportunity to financial planning
    Read more
  • alansmall

    IFP Professional Forum Chairman: March

    Feb 10, 2016

    The importance of good paraplanners to a successful firm is not to be underestimated, writes Alan Dick CFPTM Chartered MCSI

    Read more
  • compliance forum700

    News from the CISI’s Compliance Professional Forum

    Feb 10, 2016
    David Moland, Chartered FCSI, Chairman of the CISI Compliance Professional Forum, keeps members up to date on compliance-related events
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  • paraplanner 2016 700x385

    Rapidly growing paraplanner profession set to reach even greater heights during 2016

    Feb 10, 2016
    Paraplanning in the UK has come on in leaps and bounds in recent years, to the point where a leading professional believes the UK is the world number one in paraplanning
    Read more
  • mifid_700

    Ask the experts: MiFID II – an update

    Feb 10, 2016
    With news that the European Commission has delayed implementation of MiFID II to January 2018, citing technical challenges, Dr Anthony Kirby, Director of Regulatory Reform and Risk Management at EY, answers some pressing questions about this clearly complex regulation
    Read more
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