We believe there are significant opportunities to provide advice to clients in a fast growing social impact investment (SII) market. Increased relational capital built by creating shared value will be the most significant generator of growth amongst wealth advice businesses. Why should you get involved in social impact investment? Differentiation A skilled adviser must show […]
We’ve discussed in previous blogs how Social Investment Tax Relief (SITR) will be of interest to your clients and how it will affect your practice risk. Now we address the most important question for change: how do we implement it effectively? Fortunately, the Worthstone platform exists specifically to equip financial planners and advisers with everything […]
What if the introduction of Social Investment Tax Relief (SITR) were to change the current perception of risk? We at Worthstone are always emphasising something we know many of you agree with: client needs must come first. The regulator says it, the providers of risk assessment tools say it and the professional bodies say it. So […]
Are you a socially driven financial adviser? Here are some reasons you should be offering social investment to your clients. Your financial services expertise can be used to deliver social good Offering advice aimed at delivering a defined and measurable positive impact on society Aligning the values of all stakeholders; the client, the adviser, the […]
Are you a client drive financial adviser? Here are a few reasons you should be offering social investment as an option for your clients.