New best practice standard includes social goals
A 16-page report called ‘Advising Clients on Social Investments and Decisions on Suitability’ (read here) set out the findings of a working group of financial services and social investment experts convened by Big Society Capital, Bates Wells and Braithwaite and Worthstone. It demonstrates how and why advisers need more tools and clarity to make social impact investing easier for them and their clients. Read more here.
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