myFICO: How to Find and Vet a Financial Advisor
Business Wire
February 22, 2023
February 22, 2023
Alan Moore to Step Down as AdvicePay CEO
WealthManagement.com
February 8, 2023
February 8, 2023
INCOME LAB LIFE HUB NAMED BEST-IN-SHOW WINNER OF #XYPNLIVE’S ADVISORTECH EXPO
Yahoo! Finance
October 12, 2022
October 12, 2022
Fintech Bytes: FMG launches marketing tool, Riskalyze integrates with financial planning startup
InvestmentNews
October 7, 2022
October 7, 2022
Colorado regulators mulling update to guidance on financial planning fees
InvestmentNews
October 6, 2022
October 6, 2022
Bozeman CommUNITY Fair looks to showcase local non-profits and businesses
MontanaRightNow.com
August 25, 2022
August 25, 2022
5 TED Talks Advisors Recommend: 2022
ThinkAdvisor
March 30, 2022
March 30, 2022
What Will Hightower 3.0 Look Like?
Barron's
January 11, 2022
January 11, 2022
How to Find a Socially Responsible Financial Adviser
The Wall Street Journal
September 30, 2021
September 30, 2021
More Fraudsters Are Impersonating Advisors. How to Protect Your Data and Your Clients.
Barron's
August 12, 2021
August 12, 2021
Many Pandemic Retirees Weren’t Ready. How to Cope if You’re One of Them.
The New York Times
August 12, 2021
August 12, 2021
The Best Career Advice You’ve Ever Gotten: Advisors’ Advice
ThinkAdvisor
July 22, 2021
July 22, 2021
Trendspotter: Advisor Fee Structures Are Shifting
ThinkAdvisor
July 15, 2021
July 15, 2021
Alan Moore: What Millennial Investors Want
Morningstar
June 2, 2021
June 2, 2021
BLOG: HOW TO FIND FEE-ONLY FINANCIAL PLANNERS
Montgomery Community Media
April 19, 2021
April 19, 2021
7 TED Talks Advisors Recommend: 2021
ThinkAdvisor
March 15, 2021
March 15, 2021
Fee Compression? Kitces Finds Most Advisor Fees Rose In 2020
Financial Advisor
February 9, 2021
February 9, 2021
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl
AdvisorHub
December 17, 2020
December 17, 2020
Counselor, planner or coach? How to find the right financial professional for you
CNBC
December 10, 2020
December 10, 2020
Investopedia 100 Top Financial Advisors of 2020
Investopedia
October 27, 2020
October 27, 2020
Liz Weston: Suddenly retired? Here’s what to do next
Star Tribune
October 12, 2020
October 12, 2020
4 Ways Women Can Invest in Other Women
Star Herald
September 17, 2020
September 17, 2020
Death, taxes and home sales: How to handle the mixture
Los Angeles Times
September 9, 2020
September 9, 2020
The best online financial advisers
Business Insider
September 2, 2020
September 2, 2020
Get Your Retirement Plan Back on Track
Kiplinger
July 30, 2020
July 30, 2020
I Don’t Always Recommend Financial Advisors. But This Is an Exception
TIME
July 20, 2020
July 20, 2020
‘I’m Sick of Living With My Boyfriend’s Parents, But Should I Suck It Up to Save Money?’
The Cut
July 2, 2020
July 2, 2020
Your brother (or sister or mother) is asking for money. Now what?
Baltimore Sun
June 28, 2020
June 28, 2020
A new rule could make it harder to figure out if your financial advisor is on your side
CNBC
June 5, 2020
June 5, 2020
How to Find a Financial Planner You Trust
Kiplinger
June 5, 2020
June 5, 2020
Where to Get Good, Free Financial Advice
TheStreet
June 3, 2020
June 3, 2020
Amid a pandemic, how to find the right financial advice
Star Tribune
May 30, 2020
May 30, 2020
6 places to get free, professional financial advice now
MarketWatch
May 11, 2020
May 11, 2020
Where To Get Good, Free Financial Advice Now
Forbes
May 10, 2020
May 10, 2020
Where to Get Good, Free Financial Advice Now
Next Avenue
May 7, 2020
May 7, 2020
Your financial advisor may not actually be an ‘advisor’
CNBC
May 5, 2020
May 5, 2020
Thinking through what the advice industry will look like after the pandemic
InvestmentNews
May 5, 2020
May 5, 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
Advisors Join the Fight Against COVID-19
Wealth Management
April 9, 2020
April 9, 2020
Facing financial hardship due to coronavirus? Here’s how to get free advice and help
Bankrate
April 9, 2020
April 9, 2020
The Best Way to Worry About Money Right Now
The Cut
April 3, 2020
April 3, 2020
Advisors’ Advice: How to Survive Working From Home
ThinkAdvisor
April 2, 2020
April 2, 2020
How to get free financial advice amid the coronavirus
CNET
March 31, 2020
March 31, 2020
What to Do If You’re Having Trouble Paying Bills
Consumer Reports
March 31, 2020
March 31, 2020
How to Protect Your Credit Score During the Coronavirus Crisis
Money
March 31, 2020
March 31, 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
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
Widow’s Checklist Part 2: Finances for the Rest of Your Life
Rate.com
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
Your Money: A Hub for Help During the Coronavirus Crisis
New York Times
March 17, 2020
March 17, 2020
Planners offer pro bono advice as coronavirus takes toll on businesses
Financial Planning
March 16, 2020
March 16, 2020
Your Money and the Coronavirus: You Asked, Experts Answered
The New York Times
March 13, 2020
March 13, 2020
It may get harder for consumers to tell how some financial advisors get paid
CNBC
March 4, 2020
March 4, 2020
How to decide if you should hire a financial planner
Business Insider
February 21, 2020
February 21, 2020
The Young Person’s Guide to Investing
The New York Times
February 10, 2020
February 10, 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
Your retirement plans require lots of decisions. Get help
Los Angeles Times
January 12, 2020
January 12, 2020
Tax refund or bonus? Hire a financial planner
NNY360
January 12, 2020
January 12, 2020
20 Financial Resolutions for 2020
Forbes
December 30, 2019
December 30, 2019
How to turbocharge your retirement kitty
Morningstar
December 16, 2019
December 16, 2019
New client best interest rule raises standards but ‘muddies the water’ on advisor, broker differences
CNBC
November 18, 2019
November 18, 2019
The most important question to ask a financial planner before working with them, according to a CFP who knows
Business Insider
November 2, 2019
November 2, 2019
3 Vital Financial Planning Stages for Gen X & Gen Y
Kiplinger
October 31, 2019
October 31, 2019
A 6-step guide to choosing the right financial professional for you
CNBC
October 23, 2019
October 23, 2019
How to Find a Financial Planner Who Aligns with Your Values
Goop
October 21, 2019
October 21, 2019
Be careful whom you trust with your money so they don’t Madoff with it
New York Post
October 5, 2019
October 5, 2019
Do You Save for College or for Retirement? What Parents Need to Know
Kiplinger
October 4, 2019
October 4, 2019
Reg BI suits promise long legal fight over whether SEC did enough to protect investors
Investment News
September 18, 2019
September 18, 2019
Next generation clients want advisers to help them live better lives
Investment News
September 12, 2019
September 12, 2019
Strategies for overcoming a spouse’s bad investment decisions
Los Angeles Times
September 1, 2019
September 1, 2019
When Subscription Fees Work
Financial Advisor
September 1, 2019
September 1, 2019
Can this marriage’s finances be saved?
Los Angeles Times
August 25, 2019
August 25, 2019
XY Planning Network Adds 1,000th Advisor
Wealth Management
August 16, 2019
August 16, 2019
A new registered investment advisor category could have significant upside for Canada
The Globe and Mail
August 14, 2019
August 14, 2019
The Old Rules for Building Wealth Are Obsolete
Bloomberg
July 24, 2019
July 24, 2019
Montana tech alliance names up and coming businesses, five in Bozeman
Bozeman Daily Chronicle
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
This son’s failure to launch is hurting his parent’s finances
LA Times
July 14, 2019
July 14, 2019
GEN X Time To Get Serious About Retirement Planning
Forbes
July 10, 2019
July 10, 2019
Options for those seeking “advice only” financial planning
The Oregonian
June 9, 2019
June 9, 2019
S.E.C. Tells Brokers to Work for You, but Don’t Skip the Fine Print
The New York Times
June 6, 2019
June 6, 2019
New federal rules aim to protect investors, but here’s how to find a financial advisor who already does
CNBC
June 5, 2019
June 5, 2019
Selling an inherited house to a relative will affect tax treatment
Los Angeles Times
June 2, 2019
June 2, 2019
How to Avoid Investment Fees
Consumer Reports
May 29, 2019
May 29, 2019
The 346 Best Places to Work in 2019
Inc.
May 16, 2019
May 16, 2019
You Pay for Netflix and Spotify Monthly. What About Financial Planning?
The Wall Street Journal
April 15, 2019
April 15, 2019
What To Do If Your 401(k) is Losing Money
Huffington Post
March 13, 2019
March 13, 2019
5 Ways to Lower Your Investment Fees
Consumer Reports
March 11, 2019
March 11, 2019
When is it time to take the money and run to a new investment advisor?
Los Angeles Times
March 3, 2019
March 3, 2019
Nearing retirement and in debt? Now isn’t the time to tap retirement savings
Los Angeles Times
February 10, 2019
February 10, 2019
What would you do if you missed two paychecks?
Vox
January 30, 2019
January 30, 2019
Post-Shutdown Money Moves: Getting Back on Track After a Setback
CNBC
January 29, 2019
January 29, 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
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
How Millennials Can Maximize Savings for Retirement
The Wall Street Journal
November 15, 2018
November 15, 2018
Here’s When You Should Hire A Financial Advisor (And How Much It Costs)
Huffington Post
October 10, 2018
October 10, 2018
Mineral Interactive Named Winner of XY Planning Network’s Third Annual Advisor FinTech Competition
PR Newswire
October 4, 2018
October 4, 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
When the path to the altar is littered with old debts
Los Angeles Times
August 19, 2018
August 19, 2018
Inc. 5000 2018: The Complete Rankings
Inc. 5000
August 15, 2018
August 15, 2018
Your Parents’ Money Guru May Not Be Right for You
Nerdwallet
August 8, 2018
August 8, 2018
Movers & Shakers: Linda Leitz
The Gazette
July 25, 2018
July 25, 2018
InvestmentNews Diversity & Inclusion Awards
Investment News
How to pick a fee-only financial planner when family’s finances suddenly increase?
Los Angeles Times
May 20, 2018
May 20, 2018
5 smart ways to use that first job money
CNBC
June 26, 2018
June 26, 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
8 Financial Rules You Should Break, According To Experts
The Huffington Post
June 6, 2018
June 6, 2018
Family finances: Finding conflict-free financial advice
The Chicago Tribune
May 29, 2018
May 29, 2018
XY Planning Network: Virtual Financial Planning Services for Gen X and Gen Y
RewardExpert
April 23, 2018
April 23, 2018
The Nature of the Beast
WealthManagement.com
April 8, 2018
April 8, 2018
How are Advisors like Craft Breweries?
FinTech TV
April 4, 2018
April 4, 2018
Find the Right Financial Advice at the Right Price
Kiplinger
April 4, 2018
April 4, 2018
Do Financial Advisers Have to Act in Your Interest? Maybe
The New York Times
March 22, 2018
March 22, 2018
Misconceptions Of Working With A Financial Advisor
All About Your Benjamins
March 18, 2018
March 18, 2018
10 Ways to Protect Against Sexual Harassment in the Workplace
ThinkAdvisor
March 15, 2018
March 15, 2018
How to Find ‘Advice-Only’ Financial Advisers
USNews&WorldReport
March 12, 2018
March 12, 2018
Influential US adviser has praise, criticism for Australia
Professional Planner Australia
February 28, 2018
February 28, 2018
Yes, You Can Find a Financial Planner Even if You’re Not Rich
The New York Times
February 2, 2018
February 2, 2018
Paying for financial advice to be as easy as Netflix subscription
InvestmentNews
January 22, 2018
January 22, 2018
Up Close with Alan Moore – Generational Investing and Generation X
TDAmeritrade
December 1, 2017
December 1, 2017
Your Richest Life’s Katie Brewer, CFP® Named One of D Magazine’s “2017 Best Financial Planners in Dallas”
Cision PRWeb
December 4, 2017
December 4, 2017
How To Stop Your Grown Kids From Ruining Your Retirement
Forbes
November 29, 2017
November 29, 2017
Best Financial Gifts to Give in 2017
Kiplinger
November 1, 2017
November 1, 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
Virtual financial planning firm to begin offering services for Front Range Gen Xers, millennials later this month
GreeleyTribune
October 17, 2017
October 17, 2017
Financial advisor designations: This free tool sorts through the alphabet soup
Clark.com
October 12, 2017
October 12, 2017
The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group’s ‘silence’ on the CFP Board
RIA Biz
October 9, 2017
October 9, 2017
Not Made of Money? Financial Advice Is Still for You
Nerd Wallet
September 15, 2017
September 15, 2017
Do I Make Enough Money to Hire a Financial Advisor?
U.S. News & World Report
September 7, 2017
September 7, 2017
XYPN Vows to End Harassment at Advisor Conferences
WealthManagement.com
September 7, 2017
September 7, 2017
XY Planning Network launches TAMP for young investors
InvestmentNews
August 29, 2017
August 29, 2017
Broke no more: I’m 23. How do I start investing?
CNN
July 13, 2017
July 13, 2017
40 under 40: HUI-CHIN CHEN Co-owner and financial planner, Pavlov Financial Planning
Investment News
June 23, 2017
June 23, 2017
Powell: How to make your own financial wellness program
USA Today
June 21, 2017
June 21, 2017
Clark’s take: These investment companies offer you the best bang for your buck
Clark
June 12, 2017
June 12, 2017
Before You Pay For Financial Advice, Read This Article
The New York Times
June 18, 2017
June 18, 2017
Now, Your Financial Advisers Will Have to Put You First (Sometimes)
The New York Times
June 8, 2017
June 8, 2017
Why more financial advisers may become like Costco — subscription-based
Market Watch
May 30, 2017
May 30, 2017
Will retainer fees replace the conventional AUM model?
Financial Planning Magazine
May 4, 2017
May 4, 2017
4 Times When You Might Need a Financial Planner
Nerd Wallet
May 2, 2017
May 2, 2017
Advisors Turn To Monthly Subscription Fee Model
Financial Advisor Magazine
April 20, 2017
April 20, 2017
Fiduciary rule is on ice, but good advice remains available
Chicago Tribune
March 14, 2017
March 14, 2017
Younger Americans embrace value of unbiased financial advice
Reuters
January 12, 2017
January 12, 2017
5 Retirement Planning Tips For Small Business Owners
Forbes
December 8, 2016
December 8, 2016
How to Get Reliable Retirement Planning Advice
Yahoo Finance
February 27, 2017
February 27, 2017
Your Mind is More Powerful Than Money
Afford Anything
February 13, 2017
February 13, 2017
How to Get Conflict-Free Retirement Advice
Wall Street Journal
February 10, 2017
February 10, 2017
Pharmacy Future Leaders
Pharmacy Podcast
February 8, 2017
February 8, 2017
Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
The Simple Dollar
February 2, 2017
February 2, 2017
Advisers react to Trump’s DOL fiduciary rule decision
Investment News
February 3, 2017
February 3, 2017
How to prepare your finances for a job change
The Crescent News
January 16, 2017
January 16, 2017
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
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
Want A Financial Adviser? Here Are Some Things To Look For
NPR
October 22, 2015
October 22, 2015
7 Free Money Sources You May Have Forgotten About
MONEY
October 20, 2015
October 20, 2015
Most Influential Advisors on Social Media
BrightScope
September 21, 2015
September 21, 2015
The Rise of Subscription-Based Financial Advice
Investopedia
September 10, 2015
September 10, 2015
Not Investing Yet? Here’s How to Get Started
The Simple Dollar
September 6, 2015
September 6, 2015
Fee-only financial advisers are different from fee-based
The Chicago Tribune
May 12, 2015
May 12, 2015
Tips to help Millennials save and invest for retirement
USA TODAY
March 14, 2015
March 14, 2015
What a New Investment Advice Proposal Means For You
Forbes
February 27, 2015
February 27, 2015
Debt vs. Retirement: How Much To Put Toward Each
Forbes
February 17, 2015
February 17, 2015
Financial planning options for the 99 percent
CreditCards.com
February 13, 2015
February 13, 2015
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
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
From Spender to Saver to Investor
The Wall Street Journal
June 22, 2014
June 22, 2014
Playing Catch-Up While Retirement Remains Far Off
The New York Times
May 14, 2014
May 14, 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
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
