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Articles tagged "XY Planning Network"


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Alan Moore: It means prioritizing your partner as your most important relationship.

'Money dates' catch on as RIA advice concept for under 40 couples to save wracked marriages, but a therapist offers caveats because it's never all about the money

Advisors are going deep into their bag of tricks because money-related breakups are trending up; debt-ridden 'millennials' are caught between frozen salaries, high interest rates and their penchant for credit card spending.

December 7, 2023 at 4:19 AM

Bernie Clark: We’re going to take this platform to new heights.

Schwab's agonizingly long, methodical process to absorb near 8,000 TD Ameritrade RIA custody accounts into its own system is odds-on to yield a sweet result over Labor Day

Schwab Advisor Services still faces the stiff challenge of cultural assimilation but would-be detractors (like trade publications and even competitors) see little possibility it'll bungle Labor Day's switchover and its worst-case scenario on RIA attrition of 5% seems like a 'major win'

September 1, 2023 at 2:23 AM

Sara Grillo: It’s just opening up the doors for corruption.

Zero-tolerance-for-conflict NAPFA rewrites rules to lift membership ban on commission revenues; advocates say principles upheld, but critics say door opened to 'corruption'

The 4,600-member association in Franklin Park, Ill. will enlarge its addressable market but some existing members say they may drop out becuase the pure fiduciary standard was the lure.

June 29, 2023 at 1:15 AM

Alan Moore: Continuing to ride two rocket ships at once was certainly becoming too much.

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

Michael Kitces and Brian Hamburger are both weighing in on a long-postponed debate.

The FPA takes 'legal' action to purge 'planner' charlatans from the RIA business -- a plan certain to 'divide' members but align it with its chief gadfly, Michael Kitces

Despite opposition from at least 4% of its own members, the Financial Planning Association is seeking to quash quackery by making it illegal for a product salesman to get labeled as a planner -- a fight that Nerd's Eye View took up last year.

July 22, 2022 at 1:30 AM

Michael Kitces (and Alan Moore): 'We think we have a better case for standing [than the states.]'

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

September 17, 2019 at 3:24 AM

Josh Brown: The majority of conferences are staged by journalistic enterprises, custodian brokerages, professional organizations, asset management firms or software companies. This is going to have a program created by advisors

Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors

With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence

March 26, 2019 at 12:02 AM

Michael Kitces: The first year sucks for everyone.

As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup's market power is catching up to his mind share

Blogger Kitces and co-founder Alan Moore get buy-in and growing success for hundreds of advisors betting on mass affluent investors

September 28, 2018 at 7:29 PM

MIchael Kitces: Do the math.

After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs

Advisors and two Missoula, Mont. angels will fund AdvicePay for increased staffing to sell and service software so that advisors can do billable hours without triggering a custody audit

January 25, 2018 at 7:41 PM

Greg Friedman: Either one is more than a full-time job.

Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean

WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy

January 2, 2018 at 10:28 PM

MIchael Kitces: TD Ameritrade continues to maintain that lots of firms are happy, but I have not heard from one that is pleased with the changes. Literally not one.

TD Ameritrade is 'gathering feedback' after Michael Kitces's blogged overture for RIA collective bargaining on wholesale ETF line-up shift

The blogger and RIA platform owner offered three compromises and one request for a deadline extension but the RIA custodian is thus far having none of it

October 20, 2017 at 11:47 PM

Justin Castelli: It felt like we were all blindsided.

TD Ameritrade angers RIAs who feel 'blindsided' after TD Ameritrade's actions prompt the departure of all Vanguard and some iShares ETFs from its NTF platform

The Omaha-based broker's roll-out of new ETF platform also removes Morningstar as ETF-picker as new State Street ultra-cheap fund line-up gets the Vanguard/iShares spoils

October 18, 2017 at 9:45 PM

Brian McLaughlin: No one is offering advisors best practices for texting clients. It doesn't exist.

Caveats galore, Redtail attempts CRM revolution based on texting starting with 27,000 firms who use its software

Compliance experts and advisors throw down the gauntlet on CRM chat challenges but CEO/CTO Brian McLaughlin is unfazed

October 11, 2017 at 7:30 PM

Michael Kitces: The Series 65 is like the driver’s test. Becoming an RIA and registering is the equivalent of the license.

When you actually have to register to become an RIA, how to do it and when you qualify to sign on

Kitces know the ways of the checklist-resistant but says the challenge of becoming a registered investment advisor is highly doable and can save an advisor money and time stuck in a morass

February 22, 2017 at 6:41 PM

In here-is-the-church-here-is-the-steeple pose, Michael Kitces critiques Betterment in the best tradition of Chinese dissidents.

Rekindling old feud, Michael Kitces blasts Betterment, if civilly, for stealth price hike and other shortcomings

The blogging phenom puts love-hate relationship with the New York robo phenom on display as he calls out Betterment's sustainability and growth-rate problems, but as a customer still sees more to love than hate

February 6, 2017 at 11:48 PM

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