It requires 'real conviction': Exploring B Corp status in financial advice

‘Getting the certification was a huge achievement’

Jenna Brown
clock • 13 min read

As more advice firms work toward and achieve B Corp status, Jenna Brown talks to financial planners that proudly display the certification and asks if clients also hold it in high regard…

Certified B Corporations (B Corp) are companies verified by B Lab to meet high standards of social and environmental performance, transparency, and accountability. This is the official definition taken from the B Lab website. It goes on to spell out that being a B Corp means "committing to a more inclusive, equitable, and regenerative way of doing business". As more financial advice businesses set their sights on the status, PA talks to current holders about its importance to their particular firms and whether clients would vote with their feet should it disappear from their messag...

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