Kitces on the problem with goals-based planning
FinancialPlanning
January 21, 2021
January 21, 2021
RIAs see big revenue windfall as planning fees soar 50% and separately billed plans jump 70%-plus, still only half of clients have a plan, survey says
RIABiz
January 15, 2021
January 15, 2021
Top News That Shook Up the Advisory Industry in 2020
ThinkAdvisor
December 17, 2020
December 17, 2020
How Did You Give Back This Year? — Advisors’ Advice
ThinkAdvisor
December 17, 2020
December 17, 2020
Pressure mounts against Reg BI as Biden prepares to take office
Citywire RIA
December 10, 2020
December 10, 2020
New Advisor Designation Drawing Criticism
ThinkAdvisor
November 30, 2020
November 30, 2020
The fee models blurring traditional wealth management industry lines
FinancialPlanning
December 1, 2020
December 1, 2020
Katie Brewer, CFP® has been named as one of D Magazine’s “2020 Best Financial Planners in Dallas”
Cision PRWeb
December 2, 2020
December 2, 2020
A Perfect Match
InsuranceNewsNet Magazine
December 1, 2020
December 1, 2020
As Schwab gets bigger, what’s ahead for TD’s much smaller RIAs?
Financial Planning
December 1, 2020
December 1, 2020
11 Favorite Investing Books: Advisors’ Advice
ThinkAdvisor
November 20, 2020
November 20, 2020
Michael Kitces: Time for action on a fiduciary standard
Money Marketing
November 13, 2020
November 13, 2020
The Best Marketing Plan for Independent RIAs – What the Data Say
Nasdaq
November 11, 2020
November 11, 2020
All Talk, No Walk: Wealth Management’s Lack of Diversity
ThinkAdvisor
October 28, 2020
October 28, 2020
XYPN Founders Describe Vendor Negotiations, Pandemic Impact
Wealth Management
October 21, 2020
October 21, 2020
Human Capital: Michael Kitces on Fiduciary Fight and Why He’s ‘Extremely Nervous’ About Schwab Deal
ThinkAdvisor
October 16, 2020
October 16, 2020
WSJ Wealth Adviser Briefing: Gold Protection, Vacation Home Demand, World Series Seats
The Wall Street Journal
October 14, 2020
October 14, 2020
XYPN Declines Reg BI Supreme Court Challenge, Shifts Focus to States
NAPFA
October 13, 2020
October 13, 2020
XY Planning Network Takes Fiduciary Fight To States And Hires Advocacy Consultant Duane Thompson
PR Newswire
October 12, 2020
October 12, 2020
XYPN Rules Out Taking Reg BI Case to Supreme Court
Barron's
October 12, 2020
October 12, 2020
Kitces, Moore Say XYPN Has Dropped Challenge To Reg BI
Financial Advisor
October 12, 2020
October 12, 2020
XY Planning Unveils New Advisor Portal
ThinkAdvisor
October 13, 2020
October 13, 2020
XYPN Re-Evaluates Custodian, Builds New Tech
Wealth Management
October 12, 2020
October 12, 2020
XYPN rules out Supreme Court appeal over Reg BI
Investment News
October 12, 2020
October 12, 2020
XYPN Pivots from Supreme Court to States in Fiduciary Fight
Wealth Management
October 12, 2020
October 12, 2020
XYPN Rules Out Supreme Court Challenge to Reg BI
ThinkAdvisor
October 12, 2020
October 12, 2020
CFP Board Restructures to Improve Brand, Enforcement Efforts
ThinkAdvisor
October 1, 2020
October 1, 2020
16 Big Estate Planning Mistakes Clients Make: Advisors’ Advice
ThinkAdvisor
September 30, 2020
September 30, 2020
Don’t forget about the “I” in D&I
TD Ameritrade Institutional
October 2, 2020
October 2, 2020
‘AUM based fee model is seamless’
Morningstar
September 29, 2020
September 29, 2020
Helping Investors Understand an Adviser’s Value
TheStreet
September 25, 2020
September 25, 2020
The Best Ways to Find and Build Your Client Niche
ThinkAdvisor
September 23, 2020
September 23, 2020
Why a niche model helps advisers
Morningstar
September 23, 2020
September 23, 2020
7 Takeaways on the Future of Advice: Morningstar Panel
ThinkAdvisor
September 17, 2020
September 17, 2020
Future of financial planning takes emphasis off the assets
Investment News
September 17, 2020
September 17, 2020
Have you found your niche?
Investment Executive
September 16, 2020
September 16, 2020
Advisors’ Advice: You Don’t Have to Major in Business to Be a Financial Planner
ThinkAdvisor
August 25, 2020
August 25, 2020
Why Two LPL Leaders Believe Flat Planning Fees Are A ‘Game Changer’
Financial Advisor
August 21, 2020
August 21, 2020
Merrill Lynch upgrades planning technology, encroaches on independents’ turf
Financial Planning
August 12, 2020
August 12, 2020
Fidelity’s $3 challenge to Schwab: The latest twist in digital advice subscription pricing
Financial Planning
July 29, 2020
July 29, 2020
TikTok and advisors: Is a savvy algorithm worth privacy concerns?
Financial Planning
July 29, 2020
July 29, 2020
What could upswing in coronavirus cases mean for advisor workspaces? Virtually anything
Financial Planning
July 24, 2020
July 24, 2020
How CPA financial planners can succeed with alternative fee models
Journal of Accountancy
July 22, 2020
July 22, 2020
What’s Wrong With Advisors’ Retirement Planning Models, and How to Fix It
ThinkAdvisor
July 21, 2020
July 21, 2020
Regulation Best Interest is Good Enough: The Second Circuit Upholds Regulation BI in XY Planning Network
JD Supra
July 14, 2020
July 14, 2020
Kitces and Moore-backed AdvicePay adds MoneyGuide integration
Citywire RIA
July 13, 2020
July 13, 2020
Firms Diverge in Disclosing Signing Bonus Conflicts in New Disclosures
AdvisorHub
June 30, 2020
June 30, 2020
Reg BI Is Here. Is Your Tech Ready?
ThinkAdvisor
June 30, 2020
June 30, 2020
Hopkins, Kitces: As SEC’s Reg BI Goes Live, Worries Remain
ThinkAdvisor
June 30, 2020
June 30, 2020
Game Plans For Diversifying The Advisory Profession
Financial Advisor
June 30, 2020
June 30, 2020
Court Quashes Lawsuit Challenging SEC’s Reg BI
Plan Adviser
June 29, 2020
June 29, 2020
DoL proposes a fiduciary rule replacement that would buttress SEC’s Reg BI
Financial Planning
June 29, 2020
June 29, 2020
Reg BI Lawsuit May Go to Supreme Court
Nasdaq
June 29, 2020
June 29, 2020
XY Planning focuses on state fiduciary rules after losing Reg BI suit
Investment News
June 29, 2020
June 29, 2020
XYPN’s Michael Kitces Responds to SEC Reg BI Ruling
401K Specialist
June 29, 2020
June 29, 2020
Appeals court rejects Reg BI challenge
Pensions & Investments
June 29, 2020
June 29, 2020
Next stop for Reg BI: Supreme Court?
Financial Planning
June 29, 2020
June 29, 2020
XYPN Weighs Appeal After Court Rejects Reg BI Challenge
Financial Advisor
June 29, 2020
June 29, 2020
XYPN Mulls Supreme Court Challenge to SEC Reg BI
ThinkAdvisor
June 29, 2020
June 29, 2020
Reg BI Challenge Rejected by Federal Appeals Court
401K Specialist
June 28, 2020
June 28, 2020
SEC Prevails Over XYPN in Reg BI Suit
ThinkAdvisor
June 26, 2020
June 26, 2020
Federal appeals court upholds Regulation Best Interest
Investment News
June 26, 2020
June 26, 2020
Reg BI and the History of ‘Fiduciary’ Debate
ThinkAdvisor
June 25, 2020
June 25, 2020
Advisor Events and Conferences Affected by Coronavirus
Wealth Management
June 24, 2020
June 24, 2020
Fintechs zero in on Reg BI as deadline looms
Investment News
June 23, 2020
June 23, 2020
‘A priceless opportunity’: Winner of the first Visionary Leader Award for an individual
Financial Planning
June 22, 2020
June 22, 2020
Kitces: How Your Web Presence Helps Convert Referrals to Clients
ThinkAdvisor
June 12, 2020
June 12, 2020
Federal Court Considers XYPN’s Challenge To SEC’s Reg BI Rule
Financial Advisor
June 3, 2020
June 3, 2020
Nationwide protests over race highlight hurdles faced by non-white advisers
Investment News
June 3, 2020
June 3, 2020
How These Fintech Companies Have Become Indispensable
Investor's Business Daily
May 26, 2020
May 26, 2020
The Reg BI Battle Comes to a Head
ThinkAdvisor
May 27, 2020
May 27, 2020
FPA backs XY Planning’s Reg BI case against SEC
Citywire
May 22, 2020
May 22, 2020
Reg BI Unfair to Financial Planners, FPA Tells Court
ThinkAdvisor
May 21, 2020
May 21, 2020
Final Countdown to Reg BI
401K Specialist
May 14, 2020
May 14, 2020
Coronavirus Crisis Could Hasten Changes to Advisory Fees
Wealth Management
May 13, 2020
May 13, 2020
Court Could Rule on SEC’s Reg BI Before June 30
Barron's
May 11, 2020
May 11, 2020
Reg BI Court Challenge Could Be Heard Before Compliance Deadline
Financial Advisor IQ
May 11, 2020
May 11, 2020
Court Expedites Reg BI Oral Arguments
ThinkAdvisor
May 8, 2020
May 8, 2020
Court’s decision on Reg BI lawsuit could come down near implementation date
InvestmentNews
May 8, 2020
May 8, 2020
Coronavirus nixed thousands of internships. Here’s how FPA plans to save them
Financial Planning
May 6, 2020
May 6, 2020
Thinking through what the advice industry will look like after the pandemic
InvestmentNews
May 5, 2020
May 5, 2020
The Latest In Financial Advisor #FinTech (May 2020)
Nerd's Eye View
May 4, 2020
May 4, 2020
Brokerage Firms Go on Hiring Spree
Wealth Management
May 1, 2020
May 1, 2020
State AGs Urge Court to Expedite Reg BI Oral Arguments
ThinkAdvisor
April 30, 2020
April 30, 2020
The IA25: VIPs for Very Uncertain Times
ThinkAdvisor
April 28, 2020
April 28, 2020
XYPN Adds Proprietary Archiving Tool To Tech Stack Offering
Wealth Management
April 27, 2020
April 27, 2020
Inside XYPN’s fight with the SEC over Reg BI
Financial Planning
April 24, 2020
April 24, 2020
100+ canceled internships threaten planning careers, industry talent pipeline
Financial Planning
April 23, 2020
April 23, 2020
XY Planning Network to Offer Paid Virtual Internships to College Grads
Financial Advisor IQ
April 20, 2020
April 20, 2020
XYPN Launches Virtual Internship Program
Financial Advisor
April 17, 2020
April 17, 2020
XYPN Launches Virtual Internship Program
Wealth Management
April 16, 2020
April 16, 2020
XY Planning Network Offers Virtual Internships
ThinkAdvisor
April 16, 2020
April 16, 2020
XYPN Refutes SEC’s Reg BI, Argues it Cannot Stand
National Association of Plan Advisors
April 15, 2020
April 15, 2020
SEC Reg BI Seeks to ‘Carve Up’ Market for Investment Advice: XYPN Says
ThinkAdvisor
April 14, 2020
April 14, 2020
Advisors Join the Fight Against COVID-19
Wealth Management
April 9, 2020
April 9, 2020
Advisors’ Advice: How to Survive Working From Home
ThinkAdvisor
April 2, 2020
April 2, 2020
You Can Get Free, Personalized Financial Advice During the Coronavirus Crisis. Here’s How
Money
March 27, 2020
March 27, 2020
As Jobless Claims Surge, Here are 7 Things to Do if You Lose Your Job
Newsweek
March 26, 2020
March 26, 2020
Now’s the time for advisers to think globally, but act locally
Investment News
March 22, 2020
March 22, 2020
Financial Advisors Rally To Help Americans Cope With Coronavirus Crisis
Financial Advisor
March 20, 2020
March 20, 2020
XY Planning Network rolls out free planning as coronavirus aid
Citywire
March 19, 2020
March 19, 2020
XYPN Offers Free Financial Advice to Those Affected by COVID-19
Wealth Management
March 18, 2020
March 18, 2020
Kitces: Trying Times Ahead for Advisors
Advisor Perspective
March 18, 2020
March 18, 2020
How RIAs, Other Firms Are Stepping Up During Crisis
ThinkAdvisor
March 18, 2020
March 18, 2020
XY Planning Network offers free advice
InvestmentNews
March 18, 2020
March 18, 2020
Our businesses have chance to show real leadership
Bozeman Daily Chronicle
March 17, 2020
March 17, 2020
Richards, Crosby, Others Discuss How to Calm Clients in the Time of Coronavirus
ThinkAdvisor
March 13, 2020
March 13, 2020
Michael Kitces Joins Buckingham Wealth Partners
Wealth Management
March 12, 2020
March 12, 2020
Kitces signs with Buckingham, adds star power to fast-growing RIA
Financial Planning
March 12, 2020
March 12, 2020
RIAs Blast CFP Board’s Move To Curtail Compensation Transparency
Financial Advisor
March 3, 2020
March 3, 2020
Advisors Lovin’ Their Virtual Practices
Financial Advisor
March 2, 2020
March 2, 2020
Shadows cast over Reg BI just months before start
Pensions & Investments
February 24, 2020
February 24, 2020
To Coach Advisors To Build A Business, Start With A Vivid Vision
Investor's Business Daily
February 24, 2020
February 24, 2020
Happy Accidents Or Planned, Advisors Enjoy Virtual Practices
Financial Advisor
February 7, 2020
February 7, 2020
40% of advisors may soon retire. Can diversity efforts save the industry?
Financial Planning
February 7, 2020
February 7, 2020
InvestmentNews ICONS & INNOVATORS
InvestmentNews
January 31, 2020
January 31, 2020
‘This can be done. Go do it.’: XYPN hires 2, hits 56% women on leadership
Financial Planning
January 29, 2020
January 29, 2020
XYPN Names 2 Female Execs
ThinkAdvisor
January 27, 2020
January 27, 2020
Alan Moore and Michael Kitces pledge 50-50 gender ratio at XYPN then digitally fill two crucial roles with women — one hire using Indeed and the other by Twitter
RIABiz
January 25, 2020
January 25, 2020
New Year Brings Renewed Fiduciary Battle
ThinkAdvisor
January 24, 2020
January 24, 2020
Maxine Waters Joins Dodd And Frank To Challenge SEC’s Reg BI
Financial Advisor
January 15, 2020
January 15, 2020
Dodd, Frank challenge SEC’s Regulation Best Interest
Compliance Week
January 10, 2020
January 10, 2020
Finra to Focus on 3Bs — Best Execution, Bank Sweeps, Best Interest — in 2020
Financial Advisor IQ
January 10, 2020
January 10, 2020
Barney Frank, Chris Dodd File Opposition to SEC’s Reg BI
401K Specialist
January 9, 2020
January 9, 2020
SEC’s Reg BI Violates Dodd-Frank, Say Dodd and Frank
Financial Advisor IQ
January 8, 2020
January 8, 2020
Dodd, Frank Take a Stand Against the SEC’s Reg BI
Wealth Management
January 7, 2020
January 7, 2020
Dodd and Frank Say SEC’s Reg BI Violates Law
ThinkAdvisor
January 7, 2020
January 7, 2020
Kitces: If the Courts Don’t Kill Reg BI Soon, We Need a Delay
Financial Advisor IQ
January 6, 2020
January 6, 2020
How the fintech revolution is transforming your financial adviser
MarketWatch
January 6, 2020
January 6, 2020
Kitces Is Confident That Lawsuits Will Squash Reg BI
ThinkAdvisor
January 3, 2020
January 3, 2020
Fidelity, others pounce on TD RIAs with a vengeance following Schwab merger, but Schwab finds a white knight to defend its new Texas fort, and, suddenly, Tom Nally’s future seems clouded at ‘Schwabitrade’
RIABiz
December 9, 2019
December 9, 2019
Schwab Hires Ex-TD Ameritrade CEO Tom Bradley on Eve of Merger
AdvisorHub
December 6, 2019
December 6, 2019
The most transformative software for advisors?
Financial Planning
December 1, 2019
December 1, 2019
Here’s what advisors can anticipate amid the $26 billion Charles Schwab-TD Ameritrade tie-up
CNBC
November 25, 2019
November 25, 2019
Schwab-TD Ameritrade Deal: The Fallout for Smaller RIAs
ThinkAdvisor
November 25, 2019
November 25, 2019
Top 2020 Compliance List? Reg BI, Secure Act, New Ad Rule
ThinkAdvisor
November 25, 2019
November 25, 2019
How Fisher’s Comments Spotlight the Need to ‘Do Better’
ThinkAdvisor
November 25, 2019
November 25, 2019
Schwab’s reported TD Ameritrade deal leaves 10,000 RIAs in twilight zone as weekend begins with an unconfirmed, undenied merger report causing many to weigh options
RIABiz
November 23, 2019
November 23, 2019
Schwab-TD deal could create ‘repapering nightmare’ for thousands of RIAs
InvestmentNews
November 22, 2019
November 22, 2019
What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger
CNBC
November 21, 2019
November 21, 2019
He exposed Fisher’s comments. Here’s what Alex Chalekian wants the industry to do next
Financial Planning
November 20, 2019
November 20, 2019
RIA consolidation could put $2.4 trillion in play over next decade
Investment News
November 18, 2019
November 18, 2019
New client best interest rule raises standards but ‘muddies the water’ on advisor, broker differences
CNBC
November 18, 2019
November 18, 2019
Michael Kitces to Advisors: Differentiate or You’re Doomed
ThinkAdvisor
November 7, 2019
November 7, 2019
States considering rules for how advisers charge subscription fees
Investment News
November 1, 2019
November 1, 2019
Regulation Best Interest: Updates and Developments
JD Supra
November 1, 2019
November 1, 2019
This is how we will break the culture of sexual harassment
Financial Planning
October 30, 2019
October 30, 2019
Building a Virtual Practice with Alan Moore
Advisor Success Academy
October 20, 2019
October 20, 2019
Kitces Calls Out FPA for Electing Industry Rep as President
Wealth Management
October 18, 2019
October 18, 2019
Blog Series Details Sexual Assaults at Financial Events
ThinkAdvisor
October 18, 2019
October 18, 2019
Danby Bloch: There is profit in advising under-40s
Money Marketing
October 14, 2019
October 14, 2019
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
