M&M 33: Taking Financial Planning to the Next Level; PT Live from the XYPN Expo Hall
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products
XYPN Vows to End Harassment at Advisor Conferences
Building a Niche in the First Year
Developing technology with advisors at heart
Young advisors grapple with a digital future
Advisors going beyond AUM
XY Planning Network Showcases Success, Launches TAMP at Annual Conference
State-registered advisers face fee model inconsistencies
Thoughts from Day 1 at the XYPN 2017 Conference
XY Planning Network Launches Digital Platform for Its Advisors
7 emerging adviser tech firms you want to know
40 under 40: HUI-CHIN CHEN Co-owner and financial planner, Pavlov Financial Planning
The best way to beat robos: Be more human
How to develop more confidence as a planner
Will retainer fees replace the conventional AUM model?
XYPN Announces 2nd Annual #XYPN17 Advisor Fintech Competition
Millennials’ financial habits and priorities differ from Gen X, boomers
Advisors Turn To Monthly Subscription Fee Model
Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast
Snappy Kraken Chats with Bill Winterberg
Reinventing the Firm of the Future
Starting Your Own Advisory Firm Is Safer Than Being An Employee In One
The software financial advisers say they can’t do without
Why advisers should update at least one tech system every year
Kitces: From pricing models to millennials, what advisers must embrace
Millennials Adopt Collaborative Model With Competitors
Alan Moore on Planning for the Next Generations
When you actually have to register to become an RIA, how to do it and when you qualify to sign on
Robo-advisers and human advisers adopt each others’ biggest advantages
Monthly Retainer Financial Planning Isn’t Viable. Or Is It?
Is the future bright for advisers?
Your Mind is More Powerful Than Money
An open letter to advisory firms losing the millennial marketing battle
Digital firms walk a fine line in opposing Trump’s fiduciary actions
The word that sets off regulators
10 ways to embrace trends radically changing financial advice
Advisers react to Trump’s DOL fiduciary rule decision
From pricing models to millennials, what advisers must embrace
Younger Americans embrace value of unbiased financial advice
Early champions of the most ubiquitous retirement plan in the US say it hasn’t lived up to its promise — 5 financial advisers break down where it shines and fails
Icons & Innovators
The Millennial Model
How Advisors Can Ditch the Office and Work Remotely
What leadership means in a time of change
Women go nontraditional with new advisory practices
3 ways retainer compensation beats the AUM model
Stop serving millennial clients ‘Happy Meal’ service
6 rules for loaning money to a family member
Money 101: BOO! 6 scary financial mistakes (and how to avoid them)
Investing: the Money Blind Spot for Millennials
The Golden Age of FinTech in Wealth Management
3 Great Financial Planning Networks for Millennials
Not Your Parents’ Advisors: XYPN Helps Young Professionals Organize (& Grow) Their Finances
Six Common Mistakes People Make With Their Student Loans
XY Planning Network’s FinTech Contest Introduces Innovative Software Ideas
TD Ameritrade Signs XY Planning Network to Platform
TD Ameritrade Platform Targets Fledgling Millennial Advisors
TD Ameritrade Awards Scholarships, Partners With XY Planning
Why millennials are attracted to the RIA model
TD Ameritrade Institutional, XY Planning Network Launch Program to Cultivate Next-Generation RIAs and Investors
XY Planning Network on the Hunt for Innovative Fnancial Adviser Technology for Young Clients
Young Adviser Needs Spur New Fintech Competition
The Time is Now for Young Financial Advisers
Why Women Need to Save More…a Whole Lot More
Saving for Retirement? Here’s What You Need to Do in 2016
Banks Offering Parents Ways to Save for Kids’ Retirement
Key Trends That Could Transform Financial Planning
Advisors: Be More Tech-Savvy with Online Learning Tools
Want A Financial Adviser? Here Are Some Things To Look For
Most Influential Advisors on Social Media
The Top 20 Influencers From FinCon You Must Follow On Twitter
The Rise of Subscription-Based Financial Advice
Investment News’ 40 Under 40 Class of 2015
The New Money Masters: Financial Planning Guru Michael Kitces
Entrepreneurial Evolution: A Generational Change for the Financial Advisory Business
Smart Way to Make Serving Gen Y Profitable
Get Creative With Fees To Attract Millennial Clients
XY Planning Makes RIA Compliance Package Free for Members
XY Planning Network to Help Young FAs Launch Their Own Firm
How to Become a Financial Advisor
How to Spend a Million Dollars
Smart financial gifts for young adults
How Stocks Test Young Investors
Before the Advice, Check Out the Adviser
The Freewheeling Life of the Virtual Advisor
The 10 to Watch in 2015: Alan Moore of XY Planning Network
Is Monthly Billing the Key to Young Clients’ Hearts?
Playing Catch-Up While Retirement Remains Far Off
Ten Ways the Next Generation of Financial Planners Will Change the Profession
XY Planning Network Adds Tech Partners
The IA 25 for 2014
XY Planning Network Explores Partnership with Betterment
Financial Advice for People Who Aren’t Rich
Wealth Adviser: Jumping into the Advising Fray in Middle Age
New Advisor Network Focuses On Gen X and Y Clients
Kitces, Moore Launch XY Planning Network
XY Planning Network Opens For Young Advisors
The XY Planning Model
Kitces, Alan Moore to launch XY Planning Network