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.
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Whitepaper | Technology and the new fiduciary standard
Financial advisors expect to rely more heavily on technology solutions to comply with new fiduciary rules. But are their current systems up to the task?
In this whitepaper, Advicent and WealthManagement.com explore how advisors feel the impending DOL rule will change their processes and recommendations, as well as how technology and financial planning fit in with these changing workflows. In this whitepaper, you will learn how to leverage technology to aid in DOL fiduciary rule compliance.
Download our whitepaper to learn more the impact of technology on compliance with the DOL fiduciary standard.