December 26, 2018
Ep #184: Navigating the Broker-Dealer and Insurance World - The Career of Malcolm Thomas, XYPN's Director of Advisor Success
Malcolm Thomas became XYPN’s Director of Advisor Success about six months ago, and he brings with him a wealth of knowledge and experience. Having had the unique experience of being on both the buy-side and sell-side of mergers, as well as various roles throughout his career, Malcolm …
November 22, 2017
Ep #127: Alan & Kitces Unhinged - Fee-only, Fiduciary, and Why It All Matters
XYPN co-founder Michael Kitces is back on the show! Today he’s here to answer some of the most common questions we get regarding what it means to be fee-only and why being a fiduciary is so important to us.
Episode No. 110 | July 26, 2017
Alan & Kitces Unhinged - E&O Insurance, Serving Multiple Niches, & More!
We know our mailbag is overflowing, so we're back with another Alan & Kitces Unhinged episode to answer as many of your questions as possible! In this episode we're talking E&O insurance and when to get it; how to decide between two distinct niches you may be serving; and what …
December 14, 2016
Ep #78: Compliance Mailbag with Jim Cullen
This week on #XYPNRadio, Jim Cullen joins the podcast again for a compliance mailbag episode. Jim is the President of Financial Planners Assistance Corp., a compliance firm that works with independent RIAs and financial planning firms.
Episode No. 76 | November 30, 2016
Alan & Kitces Unhinged: Marketing, DoL, & Going Solo
XYPN Radio Mailbag Episode
In the hustle of this always-busy time of year, we thought it'd be a great idea to answer several of the mailbag questions from our private XYPN network. We start off with an announcement about the wide release of Advice Pay, our payment processor for advisors that follows the rules o …
August 31, 2016
Alan and Kitces Unhinged - Spammy Marketing, Selling Insurance, and More
Michael and Alan are back for another episode of Alan and Kitces Unhinged. Your cohosts address questions from the XYPN community on whether spamming potential clients is a reasonable marketing technique, why selling insurance doesn't vibe with the fee-only structure, when and why adv …
April 20, 2016
Ep #44: What the DOL Fiduciary Rule Means for You with Michael Kitces
The Department of Labor, or DOL, recently passed a new fiduciary rule that has big implications for the financial planning industry. But many advisors don't understand how the fiduciary rule directly impacts them.
April 13, 2016
Ep #43: Data Security in Financial Planning with Blane Warrene
As we continue to use technology to run better RIAs, the issue of data security in financial planning becomes more and more pressing to understand. Today, we're getting answers and information on security, archiving, encryption, and more.
