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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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  • 700x385px_yacht

    Financial planning across the wealth spectrum

    Aug 17, 2020

    There are plenty of good reasons for sound financial planning, regardless of wealth
    by Paul Bryant

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    The importance of switching off

    Aug 14, 2020

    Taking time off work is important to avoid burnout. By ditching technology and planning your exit and re-entry to work, you can take some of the strain away
    by Bethan Rees

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  • UKrelaxed700

    UK financial planning clients less stressed than US and South African peers

    Aug 13, 2020
    An international survey has revealed differences between three nations where CERTIFIED FINANCIAL PLANNER™ professionals are operating
    by Jacqueline Lockie CFPTM Chartered FCSI, CISI head of financial planning
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  • eu-commission_700

    A new chapter

    Aug 13, 2020

    The European Commission is undergoing a series of important changes under the leadership of its new president, Ursula von der Leyen, including the European Green Deal. How will her agenda affect the financial services sector?
    by David Burrows

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  • whisky700

    Luxury asset investment

    Aug 11, 2020
    Malcolm Gloyer, Chartered MCSI, business and quantitative analyst, explains some solutions to challenges of investing in luxury assets
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  • Gerhardt_700

    Profile: Raising the standard

    Aug 11, 2020

    As chair of the Board of Directors (BoD) of the Financial Planning Standards Board (FPSB), Gerhardt Meyer CFP® has played a key role in setting global standards for the financial planning profession, but more work remains to be done
    by Dan Atkinson

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  • ICG-CISIJuly2020-700

    Insights Review by ICG: July 2020

    Aug 10, 2020
    The July 2020 special edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • city-view-web_700

    City view: Responsible finance goes mainstream

    Aug 6, 2020
    Climate change will remain high on the agenda of clients and regulators after Covid-19
    by George Littlejohn MCSI, senior adviser to the CISI
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  • share ideas c-19700

    The three psychological phases of dealing with a crisis

    Aug 3, 2020
    Dan Atkinson APP Chartered MCSI, chair of CISI Paraplanner Interest Group and head of technical at Paradigm Norton, looks at three psychological phases of dealing with a crisis and why we need to be proactive and plan our transition into a better ‘normal’
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  • career-development_700

    How to ace a virtual job interview

    Jul 31, 2020

    Making sure you have a distraction-free background and testing technology are crucial elements of a successful virtual interview
    by Bethan Rees

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