The latest issue of
The Review will be with you soon. Here’s a taster of what’s included in the Q1 2018 edition.
Man with a plan Former Pensions Minister Sir Steve Webb talks through his career history from the Institute of Fiscal Studies to parliament to his current role at Royal London, and why he’s passionate about making saving as easy as spending.
Open for businessNew opportunities are afoot for the financial services sector, with open banking. Its benefits stretch beyond retail banking, but the pace of adoption is uncertain.
Building global standardsEmerging markets are becoming more of a household name in the global financial system, and now they are turning to the CISI for a helping hand.
Big data dreamsChinese interests have been snapping up foreign assets, but recent deals represent a new phase of acquisitions. Chinese companies, outside of financial services, are buying overseas banks and
The Review finds out why.
A plan for lifeLife planning is a way of combining financial planning and helping clients identify and meet their life goals, and it can earn financial planners much more than just a client’s allegiance.
The implications of GDPR for financial services firmsThe dawn of GDPR regulation is approaching. But what does this mean for financial services firms and how should they be assessing their interactions with customers’ personal data?
Financial planning’s gold standard To become an
Accredited Financial Planning Firm™, no less than half of any company’s FCA-registered advisers must be a
CERTIFIED FINANCIAL PLANNER™ professional. But how can it help raise standards?
The edition contains plenty of thought-provoking opinions also. Anthony Hilton FCSI(Hon) says a lack of diversity in our boardrooms is leading to ‘groupthink’, while Andrew Davis asks could the much derided bungalow be the answer to financial challenges of the old and young?
It also includes ‘Change’, a round-up of key regulatory changes in the last quarter and the latest edition of the CISI’s academic journal,
Review of Financial Markets, which contains cutting-edge research edited by George Littlejohn MCSI.
All CISI members, excluding Student members, are eligible to receive the quarterly print edition of the magazine. Members can opt in to receive the print edition by logging in to MyCISI, clicking on My account, then clicking the Communications tab and selecting ‘Yes’.
Once you have read the print edition, keep coming back to the digital edition of The Review, which is updated regularly with news, features and comment about the Institute and the financial services sector.