Browsing Tag
XY Planning Network
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XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.
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
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…