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Michael Kitces' plan for XYPN 'corporate' RIA invites new risks but could revive his 10,000-member network goal -- sometime in the future -- his previous 10-year timetable, notwithstanding

The Virginia RIA guru's decade-old solo-RIA shop has 1,800 members and helps file 1,000 ADVs annually, but now he and partner Alan Moore may pair their unique brand with a more vanilla, steamlined one -- ADV platform -- perhaps the best of two worlds?

Author Oisin Breen October 3, 2023 at 3:27 AM
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Michael Kitces: We’ll do it the Alan and Michael way; the XYPN way, not the industry way.
Brooke Southall and Keith Girard contributed to the editing of this article.


Related Moves

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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