Browsing Tag
XY Planning Network (XYPN)
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XY Planning Network (XYPN) is a pioneering support platform—founded in 2014 by Alan Moore and Michael Kitces—for fee‑only financial advisors who aim to launch and grow their own independent Registered Investment Advisor (RIA) firms. Nestled in Bozeman, Montana, XYPN enables professionals to serve younger clients (Gen X and Millennials) on a subscription or retainer-based model—without asset minimums or product commissions .
20 Fast-Growing, Retirement-Focused Firms from Inc.’s 2022 List
Inc. Magazine’s latest list of the fastest-growing private companies in America includes a select few with an emphasis on retirement planning
August 19, 2022
XYPN’s Michael Kitces Responds to SEC Reg BI Ruling
XY Planning Network co-founder Michael Kitces responded Sunday to the Second Circuit Court of Appeals ruling that denied…
June 29, 2020