Scenes from XYPN Live

Advisors at the XYPN Live conference talk about their niches, tech stack and ESG investing.

XY Planning Network’s fourth annual advisor conference was an opportunity for the organization’s nearly 750 advisors to share their strategies with each other, touch base with co-founders Michael Kitces and Alan Moore, and see who would be crowned winner of the fintech competition. WealthManagement.com caught up with a few advisors at the conference to learn about their niches, technology and hear their thoughts on some of the latest trends in financial advice.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish