• diversity 700

    In the news: Pushing for diversity

    Aug 13, 2021

    Regulators in the US and UK are encouraging more diversity and inclusion across the financial services sector
    by Bethan Rees

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  • insights-review-by-icg-june-2021

    Insights Review by ICG: July 2021

    Aug 12, 2021
    The July 2021 edition of co-branded publication The Insights Review, produced by Internal Consulting Group, is out now
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  • later-life-and-estate-planning-in-an-inflationary-environment

    Later life and estate planning in an inflationary environment

    Aug 5, 2021

    Simon Harryman, senior business development director at Ingenious Group, outlines some considerations for financial planners based on economic forecasts

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  • tech-corner_700

    Tech corner: AI implementation

    Aug 5, 2021

    From GDPR considerations to data hygiene, there are operational issues to consider before implementing AI solutions
    by Bethan Rees

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  • adam_700

    Collaboration is key

    Aug 4, 2021

    Adam Owen, learning and curriculum director at NextGen Planners, talks about working with the CISI and turning the financial planning profession on its head
    by Bethan Rees

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  • rofm700

    Review of Financial Markets: June 2021

    Aug 3, 2021
    The June 2021 issue of Review of Financial Markets gathers reports from the best brains in finance, academia, and governments worldwide to support the global response to crises caused by the pandemic
    Edited by George Littlejohn MCSI, senior adviser to the CISI
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  • pensions_700

    In the news: The future of pensions

    Jul 30, 2021

    Mexico's pension landscape has been through reform, while Chile's still requires it. Plus, a warning of a looming Generation X pensions crisis
    by Bethan Rees

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  • kari-peters_700

    Back story: Kari Peters ACSI

    Jul 30, 2021

    The first-ever athlete to qualify in cross-country skiing for Luxembourg in the Winter Olympics 2014 has recently attained his level 4 Certificate in Advanced Wealth Management
    by Bethan Rees

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  • Special-report_700

    Financial crime fightback

    Jul 29, 2021

    Governments, regulators, financial services providers and police forces around the world face enormous challenges tackling financial crime. The Review reports on how law enforcers can work with private sector partners to turn the tide
    by David Burrows and William Monroe

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  • qe_700

    What does economic recovery mean for markets and investment?

    Jul 23, 2021

    As global economies begin their recovery from the pandemic, there is an emergence of inflation, while governments grapple with elevated debt levels
    by Anna Fedorova

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