In the Press

Organizations launch campaign to get investment advisers to comment on SEC advice rule

Investment News
June 28, 2018

Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces

CardRates
June 25, 2018

40 Under 40 2018

Investment News
June 19, 2018

A more expansive future requires multiple pricing models

Investment News
June 16, 2018

The Nature of the Beast

WealthManagement.com
April 8, 2018

No One Wants to Own Jets Anymore

WealthManagement.com
April 5, 2018

How some firms are now attracting and keeping planners

FinancialPlanning
April 2, 2018

Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios

RIABiz
March 28, 2018

‘So many jobs’ for young advisors: Lightning Round with XY Planning’s Alan Moore

FinancialPlanning
March 22, 2018

10 Ways to Protect Against Sexual Harassment in the Workplace

ThinkAdvisor
March 15, 2018

Envestnet | Tamarac Clients Exceed $1 Trillion AUM

FP Pad
March 12, 2018

Influential US adviser has praise, criticism for Australia

Professional Planner Australia
February 28, 2018

XY Planning Network Partners with Capitect

FPPad
February 28, 2018

The secret to attracting new planners

FinancialPlanning Magazine
February 13, 2018

Diversity in Financial Planning: A Call for Transparency & Accountability

LinkedIn - Kathleen Boyd
January 30, 2018

9 new tools even low-tech advisers should know about

Investment News
January 30, 2018

Service Allows Advisors To Collect Fees From Clients’ Credit Cards, Bank Accounts

FinancialAdvisor Magazine
January 29, 2018

Founders of XY Planning Network roll out another advisor tech offering

FinancialPlanning
January 22, 2018

AdvicePay And The Automation Of Billing Financial Planning Fees (Without Custody)

Nerd's Eye View
January 22, 2018

Paying for financial advice to be as easy as Netflix subscription

InvestmentNews
January 22, 2018

6 Fintech VIPs on Trends, Innovations: Carson, Duran, Kitces, More

ThinkAdvisor
November 29, 2017

XYPN Founders Raise $500,000 for Payment Processing Company

WealthManagement.com
November 8, 2017

Advisor Profile: Investing in Youth

Morningstar
October 31, 2017

It’s time to speak up about sexual harassment in the workplace

InvestmentNews
October 28, 2017

E20 | Why get a business coach? with Arlene Moss

DigitalMarketing4FP
October 12, 2017

M&M 33: Taking Financial Planning to the Next Level; PT Live from the XYPN Expo Hall

FinCon
September 15, 2017

FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products

ThinkAdvisor
September 11, 2017

XYPN Vows to End Harassment at Advisor Conferences

WealthManagement.com
September 7, 2017

Building a Niche in the First Year

Wealth Management.com
August 31, 2017

Developing technology with advisors at heart

Financial Planning
August 30, 2017

Young advisors grapple with a digital future

Financial Planning
August 30, 2017

Advisors going beyond AUM

FinancialPlanning
August 29, 2017

XY Planning Network Showcases Success, Launches TAMP at Annual Conference

WealthManagement.com
August 30, 2017

State-registered advisers face fee model inconsistencies

InvestmentNews
August 30, 2017

Thoughts from Day 1 at the XYPN 2017 Conference

NextGenPlanners
August 29, 2017

XY Planning Network Launches Digital Platform for Its Advisors

ThinkAdvisor
August 29, 2017

7 emerging adviser tech firms you want to know

Investment News
August 1, 2017

40 under 40: HUI-CHIN CHEN Co-owner and financial planner, Pavlov Financial Planning

Investment News
June 23, 2017

The best way to beat robos: Be more human

Financial Planning Magazine
June 12, 2017

How to develop more confidence as a planner

FinancialPlanning
May 24, 2017

Will retainer fees replace the conventional AUM model?

Financial Planning Magazine
May 4, 2017

XYPN Announces 2nd Annual #XYPN17 Advisor Fintech Competition

InvestmentNews
April 25, 2017

Millennials’ financial habits and priorities differ from Gen X, boomers

Investment News
April 19, 2017

Advisors Turn To Monthly Subscription Fee Model

Financial Advisor Magazine
April 20, 2017

Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast

Pocket Risk Blog
March 29, 2017

Snappy Kraken Chats with Bill Winterberg

Medium
March 16, 2017

Reinventing the Firm of the Future

Financial Planner Podcast
March 9, 2017

Starting Your Own Advisory Firm Is Safer Than Being An Employee In One

Nerd's Eye View
March 14, 2017

The software financial advisers say they can’t do without

Market Watch
March 6, 2017

Why advisers should update at least one tech system every year

Investment News
March 2, 2017

Kitces: From pricing models to millennials, what advisers must embrace

Financial Planing
February 3, 2017

Millennials Adopt Collaborative Model With Competitors

Investor's Business Daily
February 24, 2017

Alan Moore on Planning for the Next Generations

Becoming Referable
February 24, 2017

When you actually have to register to become an RIA, how to do it and when you qualify to sign on

RIA Biz
February 22, 2017

Robo-advisers and human advisers adopt each others’ biggest advantages

Investment News
February 21, 2017

Monthly Retainer Financial Planning Isn’t Viable. Or Is It?

Finalytiq
February 20, 2017

Is the future bright for advisers?

Investment News
February 3, 2017

Your Mind is More Powerful Than Money

Afford Anything
February 13, 2017

An open letter to advisory firms losing the millennial marketing battle

Financial Services Marketing
February 10, 2017

Digital firms walk a fine line in opposing Trump’s fiduciary actions

Financial Planning
February 8, 2017

The word that sets off regulators

Financial Planning
February 7, 2017

10 ways to embrace trends radically changing financial advice

Investment News
February 6, 2017

Advisers react to Trump’s DOL fiduciary rule decision

Investment News
February 3, 2017

From pricing models to millennials, what advisers must embrace

Financial Planning
February 3, 2017

Younger Americans embrace value of unbiased financial advice

Reuters
January 12, 2017

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

Business Insider
January 11, 2017

Icons & Innovators

Investment News
December 19, 2016

The Millennial Model

Independent Financial Adviser
December 1, 2016

How Advisors Can Ditch the Office and Work Remotely

Wealth Management
December 24, 2016

What leadership means in a time of change

Investment News
December 2, 2016

Women go nontraditional with new advisory practices

Investment News
November 21, 2016

3 ways retainer compensation beats the AUM model

Financial Planning
November 17, 2016

Stop serving millennial clients ‘Happy Meal’ service

Investment News
October 27, 2016

6 rules for loaning money to a family member

Business Insider
October 25, 2016

Money 101: BOO! 6 scary financial mistakes (and how to avoid them)

USA Today
October 24, 2016

Investing: the Money Blind Spot for Millennials

Next Avenue
October 13, 2016

The Golden Age of FinTech in Wealth Management

Technology Hub
October 10, 2016

3 Great Financial Planning Networks for Millennials

MagnifyMoney.com
September 29, 2016

Not Your Parents’ Advisors: XYPN Helps Young Professionals Organize (& Grow) Their Finances

BadCredit.org
September 16, 2016

Six Common Mistakes People Make With Their Student Loans

The Wall Street Journal
September 12, 2016

XY Planning Network’s FinTech Contest Introduces Innovative Software Ideas

InvestmentNews
August 11, 2016

TD Ameritrade Signs XY Planning Network to Platform

Financial Advisor IQ
July 22, 2016

TD Ameritrade Platform Targets Fledgling Millennial Advisors

Financial Advisor
July 22, 2016

TD Ameritrade Awards Scholarships, Partners With XY Planning

ThinkAdvisor
July 21, 2016

Why millennials are attracted to the RIA model

Financial Planning
July 21, 2016

TD Ameritrade Institutional, XY Planning Network Launch Program to Cultivate Next-Generation RIAs and Investors

TD Ameritrade
July 20, 2016

XY Planning Network on the Hunt for Innovative Fnancial Adviser Technology for Young Clients

Investment News
June 16, 2016

Young Adviser Needs Spur New Fintech Competition

Financial Planning
June 14, 2016

The Time is Now for Young Financial Advisers

Investment News
May 29, 2016

Why Women Need to Save More…a Whole Lot More

Fox Business News
January 29, 2016

Saving for Retirement? Here’s What You Need to Do in 2016

Marketwatch
January 20, 2016

Banks Offering Parents Ways to Save for Kids’ Retirement

Business Insider
February 5, 2016

Key Trends That Could Transform Financial Planning

Accounting Web
February 3, 2016

Advisors: Be More Tech-Savvy with Online Learning Tools

Investopedia
October 27, 2015

Want A Financial Adviser? Here Are Some Things To Look For

NPR
October 22, 2015

Most Influential Advisors on Social Media

BrightScope
September 21, 2015

The Top 20 Influencers From FinCon You Must Follow On Twitter

Forbes
September 23, 2015

The Rise of Subscription-Based Financial Advice

Investopedia
September 10, 2015

Investment News’ 40 Under 40 Class of 2015

Investment News
June 1, 2015

The New Money Masters: Financial Planning Guru Michael Kitces

Forbes
June 17, 2015

Entrepreneurial Evolution: A Generational Change for the Financial Advisory Business

AUM in a Box
May 18, 2015

Smart Way to Make Serving Gen Y Profitable

Financial Planning
May 18, 2015

Get Creative With Fees To Attract Millennial Clients

Investor's Business Daily
February 20, 2015

XY Planning Makes RIA Compliance Package Free for Members

Think Advisor
December 29, 2014

XY Planning Network to Help Young FAs Launch Their Own Firm

Wealth Management
December 29, 2014

How to Become a Financial Advisor

Brazen Careerist
December 19, 2014

How to Spend a Million Dollars

Yahoo! Finance
December 12, 2014

Smart financial gifts for young adults

Chicago Tribune
December 1, 2014

How Stocks Test Young Investors

The Wall Street Journal
November 23, 2014

Before the Advice, Check Out the Adviser

The New York Times
October 10, 2014

The Freewheeling Life of the Virtual Advisor

ThinkAdvisor
August 25, 2014

The 10 to Watch in 2015: Alan Moore of XY Planning Network

Wealth Management
August 20, 2014

Is Monthly Billing the Key to Young Clients’ Hearts?

Financial Advisor IQ
June 26, 2014

Playing Catch-Up While Retirement Remains Far Off

The New York Times
May 14, 2014

Ten Ways the Next Generation of Financial Planners Will Change the Profession

AdvisorPerspectives
May 6, 2014

XY Planning Network Adds Tech Partners

ThinkAdvisor
April 28, 2014

The IA 25 for 2014

ThinkAdvisor
April 28, 2014

XY Planning Network Explores Partnership with Betterment

WealthManagement.com
April 18, 2014

Financial Advice for People Who Aren’t Rich

New York Times
April 11, 2014

Wealth Adviser: Jumping into the Advising Fray in Middle Age

Wall Street Journal
March 31, 2014

New Advisor Network Focuses On Gen X and Y Clients

Financial Advisor
April 4, 2014

Kitces, Moore Launch XY Planning Network

Think Advisor
April 4, 2014

XY Planning Network Opens For Young Advisors

WealthManagement.com
April 4, 2014

The XY Planning Model

Inside Information
April 1, 2014

Kitces, Alan Moore to launch XY Planning Network

Investment News
March 27, 2014

New Kitces Network to Target Planners for Gen X & Y

Financial Planning
March 27, 2014

In the Press

Gazette opinion: Montana’s tool for job creators

Inc. 5000 2018: The Complete Rankings

Movers & Shakers: Linda Leitz

InvestmentNews Diversity & Inclusion Awards

How this young fintech won advisors over

FinTech Hopefuls Set To Impress Judges

Organizations launch campaign to get investment advisers to comment on SEC advice rule

Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces

40 Under 40 2018

A more expansive future requires multiple pricing models

How to find the perfect fee-for-service model

The Nature of the Beast

No One Wants to Own Jets Anymore

How some firms are now attracting and keeping planners

Betterment reboots its RIA business big-time with new chief, ACATS for ETFs and the ability to fold existing holdings into robo portfolios

‘So many jobs’ for young advisors: Lightning Round with XY Planning’s Alan Moore

10 Ways to Protect Against Sexual Harassment in the Workplace

Envestnet | Tamarac Clients Exceed $1 Trillion AUM

Influential US adviser has praise, criticism for Australia

XY Planning Network Partners with Capitect

The secret to attracting new planners

Diversity in Financial Planning: A Call for Transparency & Accountability

9 new tools even low-tech advisers should know about

Service Allows Advisors To Collect Fees From Clients’ Credit Cards, Bank Accounts

Founders of XY Planning Network roll out another advisor tech offering

AdvicePay And The Automation Of Billing Financial Planning Fees (Without Custody)

Paying for financial advice to be as easy as Netflix subscription

6 Fintech VIPs on Trends, Innovations: Carson, Duran, Kitces, More

XYPN Founders Raise $500,000 for Payment Processing Company

Advisor Profile: Investing in Youth

It’s time to speak up about sexual harassment in the workplace

E20 | Why get a business coach? with Arlene Moss

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