Are you a client drive financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.
##Are you a client driven financial adviser?##
Are you a revenue driven financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.
Categories
Live Impact Event
Designed to generate momentum for social impact investment amongst financial planners, the event included a performance from Only Connect (a London-based charity) and a panel interview with three Worthstone Founder Partners discussing impact investment from the financial adviser’s perspective.
Although these are new opportunities for clients wishing to invest for positive social outcomes while still retaining the potential for a level of growth or income, Government and the regulator, are keen that regulation should not prevent access by retail investors and therefore have made amends to the Financial Services Bill: In the Lords, the […]
A new report published by Big Society Capital, Bates Wells Braithwaite and Worthstone entitled ‘Advising Clients on Social Investments and Deciding on Suitability’ has been published. We hope this helps the wealth management community to engage with those clients who seek to deploy wealth in impact investments. Download here: https://www.worthstone.co.uk/research-results/
Nesta, in conjunction with Worthstone, is pleased to invite you to the launch of its latest report: ‘Financial planners as catalysts for good: engaging the financial planning profession in social investment’ written by Gavin Francis, Antony Elliott and Geoff Knott. The event will start at 5.30 pm on Wednesday 13th of June. You will hear […]