Learn how to connect your Oko Adviser Account to your Xplan account. This will create a secure connection allowing you to import basic information, including Portfolios so you can start to review clients and analyze their sustainable investing needs
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Sustainable Investment Insights: Key Trends to Watch for Financial Advisers in Australia
Political disputes, greenwashing concerns, and increasing regulatory demands have been significant hurdles, yet our commitment to sustainability remains unwavering. At Oko Adviser, we believe that integrating sustainability analysis is crucial for understanding a company’s stakeholder relationships, exposure to emerging social and environmental issues, and adaptability. This focus on sustainability isn’t just a trend; it’s a core component of long-term investment strategy.