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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

With more than 1,000 RIAs in its network, the Columbia, Md., super-blogger and his Montana-based partner get lawyers to accept a flat fee after the Financial Planning Association punts allowing a critical deadline to pass

Author By Lisa Shidler September 17, 2019 at 3:24 AM
1 Comment
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Michael Kitces (and Alan Moore): 'We think we have a better case for standing [than the states.]'

XY Planning Network

Autumn Kruse

Autumn Kruse

September 18, 2019 — 2:49 PM
Thank you, Michael and Alan, for stepping in AGAIN where the FPA has dropped the ball.

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February 14, 2023 at 3:15 AM

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