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Tech
Compliance
Community
Support Solutions
Compliance
Bookkeeping
Investment Management
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Sapphire Membership
Resources
Blog
Podcast
Guides & Courses
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
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Pricing
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Get in touch →
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XYPN Blog
/ Preparing to Launch
Recent Posts
Financial Advisors
3 Tips to Fly Under the Radar While Planning Your B-D or RIA Exit Strategy
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How to Leave a Salary Behind to Launch an RIA of Your Own
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State De Minimis Exemptions from RIA Registration (or Notice Filing)
Fee-only advisor
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