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Michael Kitces and Alan Moore swoop out of semi-stealth mode on 'Sapphire' with prices, wait list, rules, hard dates and a healthy fear of growing too fast

Launching first with a small group of six advisors -- likely ten by year-end 2024 -- Michael Kitces and Alan Moore intend to turn XYPN Sapphire into a growth engine.

Author Oisin Breen February 21, 2024 at 2:56 AM
1 Comment
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Alan Moore: I expected to have 15-to-20 calls with advisors, but have ended up talking to over 60.
Brooke Southall and Keith Girard contributed to the editing of this article.

Hybrid RIA


RIA Compliance







March 3, 2024 — 11:50 PM
A year ago, in order to Join XYPN required an answer to the question, "What are your preferred Pronouns?" Again, an answer was Required to complete the membership application. I answered, "That question Offends me." The XYPN response was, your membership request has been Denied! Then reversed, but only after having a phone conversation with XYPN management in which they voiced concerns that I might "offend" some of their members. Woke as a Joke Company! Liberal feelings are at stake, musn't upset them!

Related Moves

March 9, 2024 at 2:58 AM

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

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Consulting Firm
Top Executive: Michael Kitces

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