Network News

XYPN Expands Orion Access for Advisors at Every Growth Stage

ryann.thomas@xyplanningnetwork.com (Ryann Thomas) — Wed, 10 Jun 2026 16:46:17 GMT

XYPN is expanding its partnership with Orion to provide members with new ways to access one of the industry's leading portfolio management and advisor technology platforms.

XYPN + Holistiplan Partner to Power Tax Planning

Team XYPN — Tue, 02 Dec 2025 14:30:00 GMT

We’ve got BIG news, and we couldn’t be more excited to share it. 🎉

XYPN has officially partnered with Holistiplan, the tax planning software built for financial planners, to bring XYPN members an all-new included member benefit.

This isn’t just another piece of software. It’s a powerful value add designed to help firms serve clients better and deliver more value. And the story of how we got here is pretty special.

10 Observations Over 10 Years at XYPN

Guest Contributor — Mon, 08 Apr 2024 14:00:00 GMT

I remember first hearing about a new group of planners through a post on the FPA discussion board. This group was looking to help people with financial planning and charge them on a retainer basis. “Wow,’ I thought. “That’s exactly what I am doing!” So I called Alan Moore and talked with him about this concept.

This pricing dilemma was a challenge I had been struggling with and Alan was excited to share his vision. His image sounded much the same as what I was doing, though he was doing it better. I was tracking my work based on an hourly charge. I didn’t have AUM fees at the time as I was only offering planning services. I had started my firm, Pathfinder Planning, from scratch in 2010 and was still struggling to figure things out.

XYPN Advocacy Vision Statement

lisa.larrivee@xyplanningnetwork.com (Lisa Larrivee) — Mon, 08 Jan 2024 15:00:00 GMT

Looking forward to 2024 and beyond, our Executives sat down to capture their beliefs and memorialize goals for our advocacy efforts in a vision statement. All of us here at XYPN are on a mission to help others live their great lives, and our advocacy efforts are a direct extension of that mission—for our members, their clients, and all fiduciary planners.

XYPN Members Making Headlines: July 2022

Team XYPN — Tue, 05 Jul 2022 14:00:00 GMT

XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.

XYPN Members Making Headlines: May 2022

Team XYPN — Mon, 23 May 2022 14:00:00 GMT

XYPN Members Making Headlines: March 2022

Team XYPN — Mon, 14 Mar 2022 14:00:00 GMT

XYPN Members Making Headlines: June 2021

Team XYPN — Mon, 07 Jun 2021 14:00:00 GMT

Women's History Month Spotlight: Insights from the Team

Team XYPN — Thu, 01 Apr 2021 14:00:00 GMT

In preparation for Women's History Month, we asked the women of Team XYPN to reflect on their own experiences and share their insights to three questions. As we end our monthlong celebration, we're sharing their words in their entirety with you. We hope their messages leave you inspired to celebrate and advocate for women all year long.

XYPN Members Making Headlines: March 2021

Team XYPN — Thu, 18 Mar 2021 14:00:00 GMT

XY Planning Network members can't help but shine, and brightly at that—they regularly serve as subject matter experts for major media outlets. (We invite our journalist friends to submit requests using our media portal.) We've compiled this roundup of recent articles featuring some of our superstar advisors.