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XY Planning Network founders mark 10th birthday of their Montana-based RIA-making machine with hard growth numbers and not-so-soft chiding of robo-advisors, CFP limitations and doubters of their downmarket business model

Alan Moore and Michael Kitces put their money where their mouths were and plan to expand their not-a-CFP XYPN Academy training to stamp out 'Imposter Syndrome.'

Author Brooke Southall April 6, 2024 at 2:02 AM
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Michael Kitces [left] (with Alan Moore): “As it turns out, the next generation of clients is actually the most willing to pay for professional financial advice.
Keith Girard contributed to the editing of this article.


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Top Executive: Michael Kitces

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