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Articles tagged "XYPN"


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Alan Moore: I expected to have 15-to-20 calls with advisors, but have ended up talking to over 60.

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.

February 21, 2024 at 2:56 AM

Michael Kitces: We’ll do it the Alan and Michael way; the XYPN way, not the industry way.

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?

October 3, 2023 at 3:27 AM

Ritik Malhotra: We're heads down ... [for better software and lead gen].

Savvy raises fresh $11 million from VC backers to fuel an RIA-on-steroids craze that could scale the wall of doubt of RIA experts and eclipse robo-advisors

The unsolicited California cash bought into the New York City startup's vision and early success in attracting advisors, their assets and a disdain for legacy software inconveniences.

November 12, 2022 at 2:38 AM

Alan Moore and Michael Kitces are building a better mouse trap and customers are beating a path to their door

Funded to the teeth by RIAs, Michael Kitces and Alan Moore now have a second big play--modernizing plan payments--and broker-dealers are beating down the door

AdvicePay replaces paper checks and 60-day waits with ACH and credit card transactions for financial plans -- a concept validated by hundreds of their own XYPN advisors signing up

January 25, 2019 at 4:01 AM

Michael Kitces (pausing the violin section): Our failure rates are ludicrously low.

Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems

At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky

October 3, 2018 at 6:14 PM

Tom Kimberly: It was my decision.

Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback

During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features

April 29, 2016 at 8:48 PM

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