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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

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know

Corporate Transparency Act: What State-Registered Investment Advisors Need To Know
RIA

XYPN Roundup: Your First Year as a Firm Owner

XYPN Roundup: Your First Year as a Firm Owner
Financial Advisors

Core Tech You’ll Need to Launch Your RIA Firm

Core Tech You’ll Need to Launch Your RIA Firm
Advice

A Guide to Google Analytics: What's Normal Anyway?

A Guide to Google Analytics: What's Normal Anyway?
Advice

Feminism that Doesn’t Address Racism Misses the Point

Feminism that Doesn’t Address Racism Misses the Point
Advice

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?

Mastering Team Communication as Your Firm Grows: What Would Arlene Say?
Advice

A Conversation Starter on Negative Rates and Yields

A Conversation Starter on Negative Rates and Yields
Advice

How to Successfully Navigate the First Sales Call

How to Successfully Navigate the First Sales Call
Advice

Setting the Tone as Chief Compliance Officer

Setting the Tone as Chief Compliance Officer
Advice

Member Benefits You Can't Put a Price On

Member Benefits You Can't Put a Price On
Advice

Meet Holistiplan, Winner of Our 2019 FinTech Competition

Meet Holistiplan, Winner of Our 2019 FinTech Competition
Advice

Avoiding Common Regulatory Filing Deficiencies for Your RIA

Avoiding Common Regulatory Filing Deficiencies for Your RIA
Advice

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey

5 Noteworthy Trends from XYPN's Annual Benchmarking Survey
Advice

Preventing the Post-Conference Blues

Preventing the Post-Conference Blues
Advice

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?

How to Effectively Manage Your Time as a Firm Owner: What Would Arlene Say?
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