Meet our XYPN LIVE 2024 Sponsers!

Today’s financial advisor doesn’t have the time to independently vet each new technology that comes onto the scene. XYPN LIVE is the conference for fee-only financial advisors where finding your people, learning from the experts, and staying ahead of the advice tech solutions game is the agenda. 

Wednesday, October 16th is XYPN LIVE’s unique full-day Exhibit Hall that pulls back the curtain on what other advisors are adopting, outsourcing, and leveraging in their tech stack. It’s the space independent advisors need to work ON their business and find new ways of serving their clients among XYPN members, support staff, industry experts, and hand-picked exhibitors that are backing our mission of making trusted financial advice widely accessible. 

The Platinum, Party, Blue, and Green sponsors that make XYPN LIVE possible go far beyond just supporting the 700+ attendees that come together in Minneapolis, MN—their solutions have become must-haves for many advisors in the network serving the next generation of clients.

XYPN is proud to present the exhibitors and sponsors who are making independence possible. 

So, what companies can you expect to see? 

Platinum Sponsors 

• Charles Schwab (Network Sponsor) cuts mutual fund trading fees and provides a one-of-a-kind service structure for XYPN members through their custodial platform, which includes custom portfolios, Docusign, iRebal, access to Schwab Advisor Center, Schwab Alliance, and Data Security to make gaining your clients trust easier than ever. ** 
• LLiS (Network Sponsor) is the advisor’s insurance advisor. It works to seamlessly help your clients reach their income security and wealth preservation goals with service after the sale and for the life of their policy.
• Dimensional Fund Advisors (XYPN Partner) is a mutual fund company that offers advisors access to exclusive institutional strategies and educational resources and flat $9.99 trades for XYPN members on the Schwab platform.

Party Sponsors 

• Betterment for Advisors (XYPN Partner) is an all-in-one technology platform that can help advisors of any size streamline portfolio management and direct their services more cost-effectively by making it simple to connect with prospects in the accumulation stage. Betterment for Advisors provides its platform to XYPN members with no platform tech fee and at a reduced bps price.  
• Lincoln Financial Group combines state-of-the-art solutions, RIA-dedicated support staff, and powerful visualization tools to assist you in protecting client wealth and planning financial outcomes.

Blue Sponsors

• AdvisorServe provides the tools to position the advisor as the client’s primary source for insurance planning. 
• YourStake (XYPN Partner) offers a suite of tools that bring immense time efficiencies and insights to both investment research and optimization and client prospecting, reporting, and portfolio analytics at a 30% discount to XYPN members. 
• Markel Speciality (XYPN Partner) provides specialty insurance coverage and creates seamless solutions across multiple types of insurance risks for financial service professionals in the US market and around the globe. Starkweather & Shepley, XYPN’s preferred E&O provider, builds a customized solution for firm owners with a full range of cost-effective insurance for start-ups and established enterprises. 
• Jump AI allows wealth advisors to turn conversations into tasks, notes, and compliance records with secure AI.

Green Sponsors

• Altruist empowers RIAs to drive better client outcomes by combining their tech-forward custody solutions with the essential RIA management software. This allows them to spend less time managing investment administration and more time taking care of their clients.
• Orion Advisor Tech (XYPN Partner) allows advisors to finally banish siloed tech forever. It offers all the tools you need—in one integrated platform, under one agreement—to transform the advice-client relationship at a deep discount to XYPN members. 
• Vert Asset Management combines ESG research and a disciplined rules-based process to accelerate sustainability for advisor firms and clients with investments, education, and engagement. 
• Trust & Will is a proactive planning platform that offers a comprehensive estate planning solution, increasing client retention and revenue.
• BC Brokerage works exclusively with fee-only advisors to create personalized insurance plans that give you the peace of mind that your clients are protected.

Learn more about our Tech & Solutions coming to the Exhibit Hall Day, and if you haven't already, be sure to grab your pass for XYPN LIVE in Minneapolis, MN, from October 15-17, 2024. 

** These materials have been independently produced by XY Planning Network. XY Planning Network is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. XY Planning Network members provide investment advice, while Schwab maintains custody of assets in a brokerage account and will effect transactions for your clients’ account on your instruction.