Oko Adviser Tutorial: Connecting to Xplan

Over the past year or so, a series of regulations and proposed rules have been handed down by the European Union affecting companies based or operating on that continent, including thousands of U.S. firms. It’s a dizzying and confusing array of initiatives, not to mention the acronyms that go with each.

Sustainability is the buzzword in the Advice industry at the moment. From articles, to conferences, to regulation, to specialized products; it’s everywhere!  However, in reality

Tips for managing the recent uptick in sustainable investing requests from clients. You’ve probably heard that clients want their Advisers to help them with Sustainable