Co-Founder

XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion

XYPN Unveils New RIA Affiliation Model

Fee-Only Financial Planning Network Experiences Record Growth, Reflecting Shift in Consumer Preferences

Michael Kitces and Alan Moore caution not to read too much into 'Sapphire' launch but encourage reading everything into staggering momentum of XYPN-classic

Compliance Supervision Specialist

XYPN is a turnkey advice and planning platform for fee-only financial advisors, providing them with the support they need to build independent firms. The Compliance Supervision Specialist will focus on communications review and advisor supervision support to ensure regulatory obligations are met, including monitoring advisor activity and reviewing client communications.

Sign up with Google

Sign in with Google