The SEC has proposed a significant change to the way mutual funds and advisors describe their use of environmental, social, and governance factors in their investing. In this article, we will focus on ...

The Department of Labor’s proposal to update its regulatory framework regarding financial advice for retirement plan investors (including owners of individual retirement accounts) is an important new ...

This article outlines how to use ChatGPT to create highly effective business proposals. It advises focusing on the client's biggest desired outcome, transforming services into tangible victories, ...

Your OCG Proposal Analyst is your partner throughout the proposal process, including pre-proposal activities such as Letters of Intent, white papers, Step 1 proposals, etc. OCG has recently ...