Articles by Katelyn Rattray

About the author:

Katelyn Rattray

Content marketing specialist

Katelyn strives to deliver high-quality educational content to advisors in the financial services industry. She enjoys collaborating with all departments to showcase the thought leadership through the organization and leverage the knowledge and expertise of the Advicent team. Katelyn hopes to empower advisors with tools to boost their marketing efforts through content marketing and technology.

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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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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[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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