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XY Planning Network

Displaying 22 results

Topic
  • News
  • March 18, 2020

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

Topic
  • News
  • April 25, 2017

XY Planning Network holds fintech competition

Next-generation financial planning community sponsors effort to find new tools for younger clients, advisers.