Displaying 21 results
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
AdvicePay hires new CEO to succeed Alan Moore
The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.
Want more new business? Add subscriptions, AdvicePay says
About 90% of households don't use financial planners, but offering fee-based services could help win them over, the firm says.
Alan Moore stepping down as CEO of AdvicePay to become full-time CEO of XY Planning
The 35-year-old co-founder of AdvicePay and XY Planning said he got the AdvicePay board's blessing late last year to make the transition.
How Elon Musk’s latest change could make Twitter more expensive for advisors
The social media company is cutting off free access to its API, which will impact archiving tools used by financial advisors.
XYPN Live celebrates growth of fee-for-service financial planning
The network added 186 new registered investment advisers to its ranks in 2021, bringing its total membership for more than 1,200 firms.
Colorado regulators mulling update to guidance on financial planning fees
Groups like XY Planning Network and the CFP Board view a document from the state's Division of Securities as undermining fee-for-service models.
Bill Winterberg returns to adviser fintech at AdvicePay
Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.
A link to ink leads to a tattoo artist advisory niche
Colton Etherton admits he was nervous about carving out such a unique niche, but he now knows he made the right decision.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
The latest in financial #AdviserTech — September 2021
This month's #AdviserTech roundup includes Riskalyze’s recapitalization, RightCapital’s launch of retirement decumulation tools, Veriti’s crossing $1 billion of AUM, and American Express partnering with BodesWell to return to the financial planning business 16 years after spinning off Ameriprise.
XYPN petitions SEC for brighter line between brokers, advisers
The network is prodding the SEC to force brokers to register as advisers if they give advice, provide financial planning or hold themselves out as advisers.
AdvicePay launches tool for enterprise oversight
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
XYPN rules out Supreme Court appeal over Reg BI
The network of fee-for-service advisers will instead focus on state-level fiduciary advocacy
Will RIAs adapt fast enough to compete? Joe Duran, Michael Kitces debate
The industry icons expressed differing views on the future of advice during InvestmentNews’ FinTech Virtual Summit
XY Planning focuses on state fiduciary rules after losing Reg BI suit
XYPN co-founder Michael Kitces says the federal appeals court’s decision to uphold the measure could ‘embolden’ states
Federal appeals court upholds Regulation Best Interest
The 2nd Circuit rules the SEC acted within its authority to set new broker advice standard
Fintechs zero in on Reg BI as deadline looms
Technology providers are deploying tools to help advisers brace for new regulatory requirements
Nationwide protests over race highlight hurdles faced by nonwhite advisers
As racial injustice fires up protesters and looters, financial advisers face the fallout with clients whose small businesses experience economic loss
XY Planning Network offers free advice
The fee-for-service planning group that specializes in mostly Gen X and Gen Y clients wants to help those affected by COVID-19
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