Articles tagged "XYPN"
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Michael Kitces and Alan Moore caution not to read too much into 'Sapphire' launch but encourage reading everything into staggering momentum of XYPN-classic
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.
October 22, 2024 at 3:29 AM
Betterment sweetens XYPN deal big-time to reflect conviction it can own [much more] micro-RIA custody in post-'Schwabitrade' landscape where competitors see chance to go upmarket
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.
May 23, 2024 at 2:43 AM
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' 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
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
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 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
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
