Articles tagged "XY Planning Network"
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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
Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice
Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence
January 31, 2017 at 10:11 PM
After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials
May 6, 2016 at 9:05 PM
Why Wall Street's DOL killer threat -- that 'millions' of IRA investors will go unadvised under new rules -- is hogwash
Investors already have options and Wall Street's withdrawal, already in progress, can only improve investor outcomes
June 8, 2015 at 10:29 PM
After famous Twitter feud, Jon Stein and Michael Kitces make up and join forces
As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs
March 2, 2015 at 6:42 AM
Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in
