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.

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.

Read More

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.

Read More

Stress test: the importance of longevity planning

A successful playoff hockey team is comprised of sharpshooters, big hitters, and hot goalies. In the same way, a successful retirement plan outlines effective strategies in various areas such as saving, cash flow, and asset allocation.

Read More

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.

Read More

[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.

Read More