Find an Advisor →
Find an Advisor →
Get in touch →
Find an Advisor → Login

XYPN Blog

Advice

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice

State De Minimis Exemptions from RIA Registration (or Notice Filing)

State-De-Minimis-Exemptions-from-RIA-Registration-(or-Notice-Filing)
Advice

Hiring: The Phone Screen, 10 Minutes to Make It or Break It

Hiring
Advice

Leaving Your Firm? The Broker Protocol is One Detail You Can't Miss

Leaving Your Firm? The Broker Protocol is One Detail You Can't Miss
Advice

Introducing the 2024 AdviceTech Competition Finalists

Introducing the 2024 AdviceTech Competition Finalists
Advice

Not Just a Job: What Scaling RIA Owners Need to Know About Growing Their Firm Effectively

Not Just a Job: What Scaling RIA Owners Need to Know About Growing Their Firm Effectively
Marketing

12 Months of Marketing Goals for Independent Financial Advisors

12 Months of Marketing Goals for Independent Financial Advisors
Advice

How Does the SEC’s RIA Marketing Rules Affect RIA Compliance?

How Does the SEC’s RIA Marketing Rules Affect RIA Compliance?
Advice

3 Key Boxes to Check Off before Registering your RIA

3 Key Boxes to Check Off before Registering your RIA
Advice

Radical Honesty Creates Transparency & Trust

Radical Honesty Creates Transparency & Trust
Fee-only advisor

Meet our XYPN LIVE 2024 Sponsors!

Meet our XYPN LIVE 2024 Sponsors!
Advice

Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney

Choosing the Right Financial Planning Software for Your Practice: RightCapital vs. eMoney
Compliance

5 Top Cyber Security Tips for RIA Owners

5 Top Cyber Security Tips for RIA Owners
Advice

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors

Battle of the Bots: Comparing and Ranking AI Notetaker Solutions for Advisors
Advice

7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow

7 Steps to Streamline Your Employee Experience and Help Your Advisory Firms Grow
Advice

You are Enough: Overcoming Limiting & Failure Beliefs for Success and Satisfaction

You are Enough: Overcoming Limiting & Failure Beliefs for Success and Satisfaction
Advice

SEC Narrows Scope of Internet Adviser Exemption

SEC Narrows Scope of Internet Adviser Exemption
Advice

4 Laws to Keep Your Hiring Compliant

4 Laws to Keep Your Hiring Compliant
Load More Posts