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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
Financial Advisors

6 Financial Advisor Tools That Will Get Your Firm Up and Running

6 Financial Advisor Tools That Will Get Your Firm Up and Running
Advice

A Pep Talk for Financial Advisors on Investing in a Declining Market

A Pep Talk for Financial Advisors on Investing in a Declining Market
Financial Advisors

Meet the XYPN Books Team

Meet the XYPN Books Team
Advice

How to Help Gen Z Down the Path to Financial Wellness

How to Help Gen Z Down the Path to Financial Wellness
Fee-only advisor

5 Top Growth Takeaways from XYPN's 2023 Annual Benchmarking Study

5 Top Growth Takeaways from XYPN's 2023 Annual Benchmarking Study
Advice

New SEC Requirement for Investment Advisers: Documenting Annual Compliance Program Reviews

New SEC Requirement for Investment Advisers: Documenting Annual Compliance Program Reviews
Financial Advisors

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor

7 Common Bookkeeping Mistakes to Avoid as a Financial Advisor
Financial Advisors

Meet Income Lab, Winner of Our 2023 AdvisorTech Expo

Meet Income Lab, Winner of Our 2023 AdvisorTech Expo
Support System

The Top 10 Questions About XYPN Membership

The Top 10 Questions About XYPN Membership
Support System

Take Full Advantage of XYPN Membership With Your Member Experience Specialist

Take Full Advantage of XYPN Membership With Your Member Experience Specialist
Fee-only advisor

Exhibitors Who Make XYPN LIVE Happen

Exhibitors Who Make XYPN LIVE Happen
Advice

"How I Did It" Series with XYPN Member Nycole Freer

Financial Advisors

The Flex: How Fee-Only Firms Maximize Value

The Flex: How Fee-Only Firms Maximize Value
Fee-only advisor

How to Leave a Salary Behind to Launch an RIA of Your Own

How to Leave a Salary Behind to Launch an RIA of Your Own
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