Articles by Katelyn Rattray

About the author:

Katelyn Rattray

Senior content marketing specialist

With a background in content marketing, public relations, and social media management in a variety of industries, Katelyn strives to deliver high-quality educational content to advisors in the financial services industry and empower them with tools to boost their marketing efforts through content marketing and technology.

6 ways to do a better job at educating your clients

Many clients look to their advisors as a source of information and financial life coach, rather than simply a person who manages their money. It is imperative that advisors proactively provide access to a client’s financial plan as well as relevant, educational information to increase a client’s overall financial literacy.

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Advicent around the world: Mortgage Week 2016

For many advisors and other financial industry professionals, conferences and tradeshows quickly fill the calendar as the year progresses. These events have become as much an exhibition of human ingenuity and technological advances as an informative networking platform.

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HNW retirees still need help from financial advisors

Wealthy retirees can present a unique opportunity for advisors looking to enhance their high-net-worth (HNW) strategy. They do not obtain a standard paycheck like other HNW clients, but they often have equally complex financial situations to navigate.

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The Advicent position on the future of the DOL fiduciary rule

We have been closely monitoring the new Conflict of Interest Rule from the Department of Labor (DOL) since its first draft more than six years ago. This rule, much like similar legislation found across Europe, Australia, Canada, and elsewhere, was written in order to protect citizens (investors) from conflicts of interest when purchasing investment products — specifically in regards to retirement.

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The time to implement a hybrid advice model is now

According to EY, more than half of all clients expect digital will be the primary channel within two to three years for advice, education, and service. Digital has permeated nearly every other facet of consumerism, and financial services is no different. Enter robo-advisors, stage right.

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The top robo-advisor trends to watch

Many human advisors and firms began to feel threatened by this self-directed, digital alternative to financial advice, but trends within the robo-advice market are demonstrating that this concern may not be necessary.

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[VIDEO] Leveraging technology for DOL compliance success

The Department of Labor (DOL) has set a new standard for advisors by redefining who qualifies as a fiduciary. New objectives aim to ensure that advisors are always putting the best interests of their clients first, and reduces conflicts of interest for advisors by increasing fee disclosures.

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[Video] Narrator Clients from Advicent

The digital movement of financial technology is disrupting the current market in more ways than imagined. Applications can scale and touch millions of users overnight. This is creating a demand in the market to push their interactions with clients and prospects to leverage technology like never before.

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