Financial planners could play a critical part in boosting cash flow into "social investments" which have a positive effect on society, a report has found.
Financial planners as catalysts for social investment, shows that in their role as ‘gatekeepers' to the financial affairs of wealthy people, financial planners have the opportunity to keep clients informed of such investment products. The report, written by CEO of the Fairbanking Foundation Antony Elliott, founder and director of Worthstone Gavin Francis and Geoff Knott, a UK social investment practitioner with international experience, recommended further action which product providers, the Financial Services Authority and government should take to help the market develop. It said fu...
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