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With Reed Colley as president, the Omaha software firm serving 2,500 big RIAs is making a play for up to 2,100 smaller XYPN RIAs.
The XYPN co-founders got to 2,000 advisors with easy-RIA startup and this second OSJ-like model is more like a safety valve for the 10% who want to avoid hassles of full independence.
The New York City robo-advisor rolled out the red carpet to XY Planning Network RIAs including dedicated service desks, website -- and dropping of fat fee.
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.
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?
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.
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
At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky
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
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