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It's the largest IBD recruiting move announced so far this year, and it may not be surpassed any time soon due to the pandemic.

The funds are also some of the lowest-duration products in the market.

From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking for answers that advisors are uniquely suited to provide.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Sales people are having a hard time marketing new products in isolation, one executive says.

By extending their working years, seniors can see an increase in their Social Security payouts.

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19.

Spencer Lee is a New York-based technology reporter at National Mortgage News, whose coverage area spans artificial intelligence, fintech platforms and policy developments.

A reporter at National Mortgage News since 2021, Spencer has written and reported in-depth pieces ranging from marketing strategy for home lenders, affordable housing initiatives and changes artificial intelligence is bringing to the workforce. He also covers company news, particularly surrounding fintechs and the expanding niche of home equity investment platforms. Spencer regularly speaks to leading mortgage executives and policy experts, 

Spencer has a Master's degree from the Craig Newmark Graduate School of Journalism in New York and in 2024 was a finalist for the Jesse H. Neal Award for Best Technical/Scientific Content.

His notable interviews include those with Former Fannie Mae Chief Economist Doug Duncan and Lower CEO Dan Snyder. He also co-created the 2024 podcast "Getting people into affordable homes and loans"

Twitter: @Spencer_NYC
Linkedin: https://www.linkedin.com/in/spencer-lee-journo/