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.
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Whitepaper | How to provide higher value to clients in a rapidly changing industry
Technology is filling in the value gap between advisors and robo-solutions
The financial services industry has shifted greatly in the past decade. Financial technology (FinTech) is evolving every day with advisors consistently increasing technology spending and robo-advisors making a large impact with mass affluent and Millennial clients.
However, the greatest concern of 2016 has been the new Department of Labor (DOL) fiduciary standard. Many firms are scrambling to organize, define strategy, and roll out advisor and client workflows that will allow compliance departments to rest easy.
Download our whitepaper to learn more about leveraging technology to remain competitive with robo-solutions.