Riskalyze Fintech Report Card: September 2019
Wealth Management
October 10, 2019
October 10, 2019
Outcry over Ken Fisher comments could mark turning point for industry conferences
Investment News
October 10, 2019
October 10, 2019
Multiple Plaintiffs Take Shot at SEC Regulation Best Interest
JD Supra
October 10, 2019
October 10, 2019
Co-Founder of XY Planning on Why His Firm Has Sued the SEC Over Reg BI
planadviser
October 3, 2019
October 3, 2019
Litigation Against the SEC’s Regulation Best Interest? Not Surprised
Morningstar
October 3, 2019
October 3, 2019
Efforts to block Reg BI likely to lead to delay, confusion
Investment News
September 21, 2019
September 21, 2019
Advisor tech shifts focus to next-gen clients
Financial Planning
September 20, 2019
September 20, 2019
Kitces Addresses Concerns on XY Planning’s Rapid Growth
ThinkAdvisor
September 20, 2019
September 20, 2019
Reg BI suits promise long legal fight over whether SEC did enough to protect investors
Investment News
September 18, 2019
September 18, 2019
Why automated advice is like drinking Bud Light: Q&A with XYPN chief Alan Moore
Financial Planning
September 18, 2019
September 18, 2019
Brokers Struggle as SEC Reg BI Enters Legal Limbo
Nasdaq
September 17, 2019
September 17, 2019
Fiduciary Pundits Weigh Odds Of Lawsuits To Overturn Reg BI
Financial Advisor
September 17, 2019
September 17, 2019
How Michael Kitces’ and Alan Moore’s plan to sue the SEC on XY Planning’s dime — on behalf of all RIAs — is a good business risk and a sign of possible FPA impotency
RIABiz
September 16, 2019
September 16, 2019
Financial Planning Founders Started a Movement — And Created a Profession
Investment News
September 14, 2019
September 14, 2019
Next generation clients want advisers to help them live better lives
Investment News
September 12, 2019
September 12, 2019
XY Planning Network Launches New Services for Advisors of All Stages as Membership Continues to Grow
Cision
September 9, 2019
September 9, 2019
Reg BI Draws Suit from Kitces’ XY Planning Network
National Association of Plan Advisors
September 12, 2019
September 12, 2019
XY Planning Network firms wonder if group can support them long term
Investment News
September 16, 2019
September 16, 2019
Week’s Best: Suing the SEC, Brokers in Limbo
Barron's
September 15, 2019
September 15, 2019
Michael Kitces: Efficiencies become crucial for advice firms when they grow
Investment News
September 12, 2019
September 12, 2019
XY Planning Network, Kitces Sue SEC, Win Roaring Ovation
Financial Advisor
September 11, 2019
September 11, 2019
XYPN’s rapid growth has some members asking if it can remain independent
Financial Planning
September 11, 2019
September 11, 2019
XYPN Advisor Network Files Lawsuit Against SEC to Stop Reg BI
Wealth Management
September 10, 2019
September 10, 2019
XY Planning Network sues SEC over Reg BI
Investment News
September 10, 2019
September 10, 2019
XYPN Adds Tax, Planning, Marketing Support for Members
Wealth Management
September 10, 2019
September 10, 2019
XY Planning Network Adds Coaching, Tax Services for Advisors
ThinkAdvisor
September 9, 2019
September 9, 2019
Six startups to compete in XY Planning Network fintech battle
Investment News
September 3, 2019
September 3, 2019
When Subscription Fees Work
Financial Advisor
September 1, 2019
September 1, 2019
XY Planning Network Announces Fintech Finalists
ThinkAdvisor
August 27, 2019
August 27, 2019
Why Wealthfront’s Latest Deal Won’t Impact Advisors
ThinkAdvisor
August 23, 2019
August 23, 2019
The Monthly Subscription Model: From the Black Sheep to the Next Big Thing
Wealth Management
August 22, 2019
August 22, 2019
XY Planning Network Adds 1,000th Advisor
Wealth Management
August 16, 2019
August 16, 2019
Independent Firms Adopt Advice-on-Demand Billing Software
AdvisorHub
August 15, 2019
August 15, 2019
A new registered investment advisor category could have significant upside for Canada
The Globe and Mail
August 14, 2019
August 14, 2019
Fidelity Stokes New-Account War, Offering 1.9% on Client Cash
AdvisorHub
August 7, 2019
August 7, 2019
Montana tech alliance names up and coming businesses, five in Bozeman
Bozeman Daily Chronicle
July 26, 2019
July 26, 2019
Considering subscription pricing? What you should know first
Financial Planning
July 26, 2019
July 26, 2019
Young adviser’s focus on ‘joy, security, confidence’ resonates with millennials
Investment News
July 24, 2019
July 24, 2019
Ritholtz Wealth launches Betterment-powered robo advice platform
Investment News
July 15, 2019
July 15, 2019
What advisers need to know about working with student loan debt
Investment News
July 9, 2019
July 9, 2019
The 346 Best Places to Work in 2019
Inc.
May 16, 2019
May 16, 2019
Thanks, mom! 10 RIAs look back at life lessons from their mothers
Citywire
May 10, 2019
May 10, 2019
Advisors Urged To Pay More Attention To Young Clients
Financial Advisor
April 29, 2019
April 29, 2019
2019 IA25 RIA/Advisory Winners
ThinkAdvisor
April 29, 2019
April 29, 2019
Envestnet Previews 2019 Advisor Summit Program Highlights
Yahoo! Finance
April 26, 2019
April 26, 2019
Michael Kitces: A Whirlwind in Advisor Land
Barron's
April 18, 2019
April 18, 2019
Are you big enough for the custodians?
Financial Planning
April 16, 2019
April 16, 2019
You Pay for Netflix and Spotify Monthly. What About Financial Planning?
The Wall Street Journal
April 15, 2019
April 15, 2019
Michael Kitces plots hiring spree for XY network expansion
Citywire
March 12, 2019
March 12, 2019
XY Planning Network Announces 4th Annual Advisor FinTech Competition
PR Newswire
March 4, 2019
March 4, 2019
The secret to working with next gen clients?
Investment News
February 13, 2019
February 13, 2019
Nine Tips to Ease the Compliance and Registration Process
Investor's Business Daily
February 25, 2019
February 25, 2019
MeToo: Even in the financial advice industry, sexual harassment is a serious problem
Investment News
February 9, 2019
February 9, 2019
Rethink fees to attract young advisors, XY’s Moore says
Citywire
February 7, 2019
February 7, 2019
Is your RIA hiring? It should be
Financial Planning
February 7, 2019
February 7, 2019
LINC: Transitions for Veo, the Advantages of Career Changers and Grads
Wealth Management
February 7, 2019
February 7, 2019
Want to Build Your Business? Hire an Intern: TD Ameritrade LINC
ThinkAdvisor
February 6, 2019
February 6, 2019
Betterment, XY Planning Offer Free Services for Unpaid Government Workers
Think Advisor
January 25, 2019
January 25, 2019
Federal Jobs Aren’t the Ticket to a Middle-Class Life They Used to Be
CBS News
January 23, 2019
January 23, 2019
Betterment Joins XYPN in Offering Free Financial Advice to Government Employees
Wealth Management
January 25, 2019
January 25, 2019
Free Advice Offer to Thousands of Workers Affected by the Shutdown
Financial Advisor IQ
January 22, 2019
January 22, 2019
How Wealth Management is Stepping Up to Help During the Shutdown
Financial Planning
January 18, 2019
January 18, 2019
What the Government Shutdown means for Advisors
Financial Planning
January 18, 2019
January 18, 2019
XY Planning Networks leads charge to help furloughed workers during shutdown
InvestmentNews
January 18, 2019
January 18, 2019
More Than 60 CFPs Sign On to Help Government Works Hurt By Shutdown
FA Magazine
January 17, 2019
January 17, 2019
XYPN Advisors Offer Free Financial Advice During Shutdown
The Daily Brief
January 18, 2019
January 18, 2019
Ignore Generation X Clients at Your Own Peril
FA Magazine
December 3, 2018
December 3, 2018
How to Solve a Problem like Small Clients
Citywire
December 4, 2018
December 4, 2018
Want to attract millennial investors? Time to rethink AUM pricing
Investment News
November 15, 2018
November 15, 2018
How Millennials Can Maximize Savings for Retirement
The Wall Street Journal
November 15, 2018
November 15, 2018
UGA Top 100 Fastest Growing Companies
University of Georgia Alumni Association
November 15, 2018
November 15, 2018
How To Be Relevant In A Multiracial Financial Advice Market
Financial Advisor
November 2, 2018
November 2, 2018
New Tools to Better Serve Generation X and Y Clients
Morningstar
October 24, 2018
October 24, 2018
Why Hasn’t #MeToo Hit The Finance Industry?
Finance Monthly
October 31, 2018
October 31, 2018
Financial Planners for the Rest of Us
AARP
October 18, 2018
October 18, 2018
FPA welcomes conference attendees with #MeToo notice
Investment News
October 4, 2018
October 4, 2018
Mineral Interactive Named Winner of XY Planning Network’s Third Annual Advisor FinTech Competition
PR Newswire
October 4, 2018
October 4, 2018
Michael Kitces reveals ‘crazy goal’ of on-boarding 10,000 advisors and, yes, it may cause ‘culture’ problems
RIA Biz
October 3, 2018
October 3, 2018
As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup’s market power is catching up to his mind share
RIA Biz
September 28, 2018
September 28, 2018
Carson Group’s Mineral Interactive Wins XYPN Fintech Competition
Wealth Management
September 26, 2018
September 26, 2018
XY Planning Network experiences the pains of rapid growth
Investment News
September 26, 2018
September 26, 2018
Food trucks, a Ferris wheel, tunnels and … financial planning?
Financial Planning
September 27, 2018
September 27, 2018
Michael Kitces’ main beef with fintechs and banks
Financial Planning
September 24, 2018
September 24, 2018
Financial Advisor Networking: Should You Join A Peer Group?
Investor's Business Daily
September 24, 2018
September 24, 2018
S.E.A. Wealth Management Lab Ushers in New Era of Practice Management
Markets Insider
August 20, 2018
August 20, 2018
Gazette opinion: Montana’s tool for job creators
Billings Gazette
August 10, 2018
August 10, 2018
Inc. 5000 2018: The Complete Rankings
Inc. 5000
August 15, 2018
August 15, 2018
Movers & Shakers: Linda Leitz
The Gazette
July 25, 2018
July 25, 2018
InvestmentNews Diversity & Inclusion Awards
Investment News
How this young fintech won advisors over
Financial Planning
July 18, 2018
July 18, 2018
FinTech Hopefuls Set To Impress Judges
Wealth Management
July 19, 2018
July 19, 2018
Organizations launch campaign to get investment advisers to comment on SEC advice rule
Investment News
June 28, 2018
June 28, 2018
Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces
CardRates
June 25, 2018
June 25, 2018
40 Under 40 2018
Investment News
June 19, 2018
June 19, 2018
A more expansive future requires multiple pricing models
Investment News
June 16, 2018
June 16, 2018
How to find the perfect fee-for-service model
Financial Planning
June 15, 2018
June 15, 2018
The Nature of the Beast
WealthManagement.com
April 8, 2018
April 8, 2018
No One Wants to Own Jets Anymore
WealthManagement.com
April 5, 2018
April 5, 2018
How some firms are now attracting and keeping planners
FinancialPlanning
April 2, 2018
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
March 28, 2018
‘So many jobs’ for young advisors: Lightning Round with XY Planning’s Alan Moore
FinancialPlanning
March 22, 2018
March 22, 2018
10 Ways to Protect Against Sexual Harassment in the Workplace
ThinkAdvisor
March 15, 2018
March 15, 2018
Envestnet | Tamarac Clients Exceed $1 Trillion AUM
FP Pad
March 12, 2018
March 12, 2018
Influential US adviser has praise, criticism for Australia
Professional Planner Australia
February 28, 2018
February 28, 2018
XY Planning Network Partners with Capitect
FPPad
February 28, 2018
February 28, 2018
The secret to attracting new planners
FinancialPlanning Magazine
February 13, 2018
February 13, 2018
Diversity in Financial Planning: A Call for Transparency & Accountability
LinkedIn - Kathleen Boyd
January 30, 2018
January 30, 2018
9 new tools even low-tech advisers should know about
Investment News
January 30, 2018
January 30, 2018
Service Allows Advisors To Collect Fees From Clients’ Credit Cards, Bank Accounts
FinancialAdvisor Magazine
January 29, 2018
January 29, 2018
Founders of XY Planning Network roll out another advisor tech offering
FinancialPlanning
January 22, 2018
January 22, 2018
AdvicePay And The Automation Of Billing Financial Planning Fees (Without Custody)
Nerd's Eye View
January 22, 2018
January 22, 2018
Paying for financial advice to be as easy as Netflix subscription
InvestmentNews
January 22, 2018
January 22, 2018
6 Fintech VIPs on Trends, Innovations: Carson, Duran, Kitces, More
ThinkAdvisor
November 29, 2017
November 29, 2017
XYPN Founders Raise $500,000 for Payment Processing Company
WealthManagement.com
November 8, 2017
November 8, 2017
Advisor Profile: Investing in Youth
Morningstar
October 31, 2017
October 31, 2017
It’s time to speak up about sexual harassment in the workplace
InvestmentNews
October 28, 2017
October 28, 2017
E20 | Why get a business coach? with Arlene Moss
DigitalMarketing4FP
October 12, 2017
October 12, 2017
M&M 33: Taking Financial Planning to the Next Level; PT Live from the XYPN Expo Hall
FinCon
September 15, 2017
September 15, 2017
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio Products
ThinkAdvisor
September 11, 2017
September 11, 2017
XYPN Vows to End Harassment at Advisor Conferences
WealthManagement.com
September 7, 2017
September 7, 2017
Building a Niche in the First Year
Wealth Management.com
August 31, 2017
August 31, 2017
Developing technology with advisors at heart
Financial Planning
August 30, 2017
August 30, 2017
Young advisors grapple with a digital future
Financial Planning
August 30, 2017
August 30, 2017
Advisors going beyond AUM
FinancialPlanning
August 29, 2017
August 29, 2017
XY Planning Network Showcases Success, Launches TAMP at Annual Conference
WealthManagement.com
August 30, 2017
August 30, 2017
State-registered advisers face fee model inconsistencies
InvestmentNews
August 30, 2017
August 30, 2017
Thoughts from Day 1 at the XYPN 2017 Conference
NextGenPlanners
August 29, 2017
August 29, 2017
XY Planning Network Launches Digital Platform for Its Advisors
ThinkAdvisor
August 29, 2017
August 29, 2017
7 emerging adviser tech firms you want to know
Investment News
August 1, 2017
August 1, 2017
40 under 40: HUI-CHIN CHEN Co-owner and financial planner, Pavlov Financial Planning
Investment News
June 23, 2017
June 23, 2017
The best way to beat robos: Be more human
Financial Planning Magazine
June 12, 2017
June 12, 2017
How to develop more confidence as a planner
FinancialPlanning
May 24, 2017
May 24, 2017
Will retainer fees replace the conventional AUM model?
Financial Planning Magazine
May 4, 2017
May 4, 2017
XYPN Announces 2nd Annual #XYPN17 Advisor Fintech Competition
InvestmentNews
April 25, 2017
April 25, 2017
Millennials’ financial habits and priorities differ from Gen X, boomers
Investment News
April 19, 2017
April 19, 2017
Advisors Turn To Monthly Subscription Fee Model
Financial Advisor Magazine
April 20, 2017
April 20, 2017
Is There Money To Be Made Serving Younger Clients? #FearlessFinancialAdvisorPodcast
Pocket Risk Blog
March 29, 2017
March 29, 2017
Snappy Kraken Chats with Bill Winterberg
Medium
March 16, 2017
March 16, 2017
Reinventing the Firm of the Future
Financial Planner Podcast
March 9, 2017
March 9, 2017
Starting Your Own Advisory Firm Is Safer Than Being An Employee In One
Nerd's Eye View
March 14, 2017
March 14, 2017
The software financial advisers say they can’t do without
Market Watch
March 6, 2017
March 6, 2017
Why advisers should update at least one tech system every year
Investment News
March 2, 2017
March 2, 2017
Kitces: From pricing models to millennials, what advisers must embrace
Financial Planing
February 3, 2017
February 3, 2017
Millennials Adopt Collaborative Model With Competitors
Investor's Business Daily
February 24, 2017
February 24, 2017
Alan Moore on Planning for the Next Generations
Becoming Referable
February 24, 2017
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
February 22, 2017
Robo-advisers and human advisers adopt each others’ biggest advantages
Investment News
February 21, 2017
February 21, 2017
Monthly Retainer Financial Planning Isn’t Viable. Or Is It?
Finalytiq
February 20, 2017
February 20, 2017
Is the future bright for advisers?
Investment News
February 3, 2017
February 3, 2017
Your Mind is More Powerful Than Money
Afford Anything
February 13, 2017
February 13, 2017
An open letter to advisory firms losing the millennial marketing battle
Financial Services Marketing
February 10, 2017
February 10, 2017
Digital firms walk a fine line in opposing Trump’s fiduciary actions
Financial Planning
February 8, 2017
February 8, 2017
The word that sets off regulators
Financial Planning
February 7, 2017
February 7, 2017
10 ways to embrace trends radically changing financial advice
Investment News
February 6, 2017
February 6, 2017
Advisers react to Trump’s DOL fiduciary rule decision
Investment News
February 3, 2017
February 3, 2017
From pricing models to millennials, what advisers must embrace
Financial Planning
February 3, 2017
February 3, 2017
Younger Americans embrace value of unbiased financial advice
Reuters
January 12, 2017
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
January 11, 2017
Icons & Innovators
Investment News
December 19, 2016
December 19, 2016
The Millennial Model
Independent Financial Adviser
December 1, 2016
December 1, 2016
How Advisors Can Ditch the Office and Work Remotely
Wealth Management
December 24, 2016
December 24, 2016
What leadership means in a time of change
Investment News
December 2, 2016
December 2, 2016
Women go nontraditional with new advisory practices
Investment News
November 21, 2016
November 21, 2016
3 ways retainer compensation beats the AUM model
Financial Planning
November 17, 2016
November 17, 2016
Stop serving millennial clients ‘Happy Meal’ service
Investment News
October 27, 2016
October 27, 2016
6 rules for loaning money to a family member
Business Insider
October 25, 2016
October 25, 2016
Money 101: BOO! 6 scary financial mistakes (and how to avoid them)
USA Today
October 24, 2016
October 24, 2016
Investing: the Money Blind Spot for Millennials
Next Avenue
October 13, 2016
October 13, 2016
The Golden Age of FinTech in Wealth Management
Technology Hub
October 10, 2016
October 10, 2016
3 Great Financial Planning Networks for Millennials
MagnifyMoney.com
September 29, 2016
September 29, 2016
Not Your Parents’ Advisors: XYPN Helps Young Professionals Organize (& Grow) Their Finances
BadCredit.org
September 16, 2016
September 16, 2016
Six Common Mistakes People Make With Their Student Loans
The Wall Street Journal
September 12, 2016
September 12, 2016
XY Planning Network’s FinTech Contest Introduces Innovative Software Ideas
InvestmentNews
August 11, 2016
August 11, 2016
TD Ameritrade Signs XY Planning Network to Platform
Financial Advisor IQ
July 22, 2016
July 22, 2016
TD Ameritrade Platform Targets Fledgling Millennial Advisors
Financial Advisor
July 22, 2016
July 22, 2016
TD Ameritrade Awards Scholarships, Partners With XY Planning
ThinkAdvisor
July 21, 2016
July 21, 2016
Why millennials are attracted to the RIA model
Financial Planning
July 21, 2016
July 21, 2016
TD Ameritrade Institutional, XY Planning Network Launch Program to Cultivate Next-Generation RIAs and Investors
TD Ameritrade
July 20, 2016
July 20, 2016
XY Planning Network on the Hunt for Innovative Fnancial Adviser Technology for Young Clients
Investment News
June 16, 2016
June 16, 2016
Young Adviser Needs Spur New Fintech Competition
Financial Planning
June 14, 2016
June 14, 2016
The Time is Now for Young Financial Advisers
Investment News
May 29, 2016
May 29, 2016
Why Women Need to Save More…a Whole Lot More
Fox Business News
January 29, 2016
January 29, 2016
Saving for Retirement? Here’s What You Need to Do in 2016
Marketwatch
January 20, 2016
January 20, 2016
Banks Offering Parents Ways to Save for Kids’ Retirement
Business Insider
February 5, 2016
February 5, 2016
Key Trends That Could Transform Financial Planning
Accounting Web
February 3, 2016
February 3, 2016
Advisors: Be More Tech-Savvy with Online Learning Tools
Investopedia
October 27, 2015
October 27, 2015
Want A Financial Adviser? Here Are Some Things To Look For
NPR
October 22, 2015
October 22, 2015
Most Influential Advisors on Social Media
BrightScope
September 21, 2015
September 21, 2015
The Top 20 Influencers From FinCon You Must Follow On Twitter
Forbes
September 23, 2015
September 23, 2015
The Rise of Subscription-Based Financial Advice
Investopedia
September 10, 2015
September 10, 2015
Investment News’ 40 Under 40 Class of 2015
Investment News
June 1, 2015
June 1, 2015
The New Money Masters: Financial Planning Guru Michael Kitces
Forbes
June 17, 2015
June 17, 2015
Entrepreneurial Evolution: A Generational Change for the Financial Advisory Business
AUM in a Box
May 18, 2015
May 18, 2015
Smart Way to Make Serving Gen Y Profitable
Financial Planning
May 18, 2015
May 18, 2015
Get Creative With Fees To Attract Millennial Clients
Investor's Business Daily
February 20, 2015
February 20, 2015
XY Planning Makes RIA Compliance Package Free for Members
Think Advisor
December 29, 2014
December 29, 2014
XY Planning Network to Help Young FAs Launch Their Own Firm
Wealth Management
December 29, 2014
December 29, 2014
How to Become a Financial Advisor
Brazen Careerist
December 19, 2014
December 19, 2014
How to Spend a Million Dollars
Yahoo! Finance
December 12, 2014
December 12, 2014
Smart financial gifts for young adults
Chicago Tribune
December 1, 2014
December 1, 2014
How Stocks Test Young Investors
The Wall Street Journal
November 23, 2014
November 23, 2014
Before the Advice, Check Out the Adviser
The New York Times
October 10, 2014
October 10, 2014
The Freewheeling Life of the Virtual Advisor
ThinkAdvisor
August 25, 2014
August 25, 2014
The 10 to Watch in 2015: Alan Moore of XY Planning Network
Wealth Management
August 20, 2014
August 20, 2014
Is Monthly Billing the Key to Young Clients’ Hearts?
Financial Advisor IQ
June 26, 2014
June 26, 2014
Playing Catch-Up While Retirement Remains Far Off
The New York Times
May 14, 2014
May 14, 2014
Ten Ways the Next Generation of Financial Planners Will Change the Profession
AdvisorPerspectives
May 6, 2014
May 6, 2014
XY Planning Network Adds Tech Partners
ThinkAdvisor
April 28, 2014
April 28, 2014
The IA 25 for 2014
ThinkAdvisor
April 28, 2014
April 28, 2014
XY Planning Network Explores Partnership with Betterment
WealthManagement.com
April 18, 2014
April 18, 2014
Financial Advice for People Who Aren’t Rich
New York Times
April 11, 2014
April 11, 2014
Wealth Adviser: Jumping into the Advising Fray in Middle Age
Wall Street Journal
March 31, 2014
March 31, 2014
New Advisor Network Focuses On Gen X and Y Clients
Financial Advisor
April 4, 2014
April 4, 2014
Kitces, Moore Launch XY Planning Network
Think Advisor
April 4, 2014
April 4, 2014
XY Planning Network Opens For Young Advisors
WealthManagement.com
April 4, 2014
April 4, 2014
The XY Planning Model
Inside Information
April 1, 2014
April 1, 2014
Kitces, Alan Moore to launch XY Planning Network
Investment News
March 27, 2014
March 27, 2014
New Kitces Network to Target Planners for Gen X & Y
Financial Planning
March 27, 2014
March 27, 2014
