Coming to You from LIVE
From the Main Stage
What’s Next for the Network
XYPN LIVE is bringing the energy to San Diego with some of our biggest announcements of the year. Follow along for the news, connections, and moments everyone will be talking about.
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ANNOUNCED AT OPENING REMARKS
Two New Partners.
Opening Remarks is where we share what XYPN has been building, what members have been asking for, and where we’re headed together. We announced two new partnerships designed to give independent advisors more choice and more time to focus on the work that matters
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Two More Partnerships You Might Have Missed 👀
Don't Miss This ↘
We shared two new partnerships at XYPN LIVE, and if you’re curious what else we’ve been up to, we’ve got two more partnerships from this Fall to share.
ADVOCATING FOR ADVISORS
Deepening Our Commitment
We’re expanding our advocacy work and hiring a full-time Director of Policy and Regulatory Affairs to work with state regulators, the SEC, NASAA, and industry organizations on practical regulations that protect investors and reflect how independent advisors serve clients today.
ADVOCATING FOR ADVISORS
Deepening Our Commitment
We are expanding our focus with state regulators, the U.S. Securities and Exchange Commission (SEC), the North American Securities Administrators Association (NASAA), and industry organizations. The goal is practical, modern regulation that protects investors while reflecting how independent advisors serve clients today.
That means continuing to advocate for a clear fiduciary standard, greater consistency across jurisdictions, and recognition of the fee models registered investment advisers (RIAs) use to deliver comprehensive financial planning.
Explore Our Advocacy Vision ↗
This is Where the Network Comes to Life
Every year, XYPN LIVE brings people together to make new connections, explore new technology, and head home inspired by what’s possible.
Here’s an inside look at what happens at XYPN LIVE and what you could experience with us next year.
THREE DAYS. ONE NETWORK.
See What’s Possible
80+ expert speakers. 45+ sessions. Three days to connect. There’s so much to explore at XYPN LIVE.
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Breakfasts
Make the most of your experience by grabbing your meal and joining the conversation at the start of each full day.
Supper Clubs
Sign up to get matched with a group for dinner. From there, XYPN will help you connect to choose a restaurant and arrange the details.
Receptions
Unwind and connect with other advisor attendees, team XYPN, and partners over great food and drinks.
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AdviceTech Competition
Emerging technology takes the Expo Stage for live demonstrations built around real advisor problems. See what the finalists are building, hear how each solution works, and get an early look at ideas shaping the future of advice.
Exhibit Hall Day
One full day brings together a thoughtfully selected group of technology and service providers that understand independent advisors. Compare options, ask the questions that matter to your firm, and leave with a clearer sense of what fits.
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Roundtables
Roundtables give you the chance to claim your seat at the table and connect with advisors who share your values, your firm's journey, or similar identities.
Workshops
Walk away with tangible takeaways to implement into your business right away with Workshops.
There's a lot to keep track of as a firm owner.
Take a break from working IN your business to work ON your business.
