XYPN LIVE - The Home of AdviceTech Innovation
XY Planning Network
APRIL 29, 2024
Today we’re excited to recognize the impact XYPN LIVE’s AdviceTech (né FinTech) Competition has had in shaping the face of financial planning.
Demo Fee Only Financial Planning 
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Introducing the 2024 AdviceTech Competition Finalists
XY Planning Network
AUGUST 27, 2024
Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. For most advisors, the value of financial planning is ascribed to the products they sell.
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