Kitces Addresses Concerns on XY Planning’s Rapid Growth

September 24, 2019 by Janet Levaux

Last week, platform provider XY Planning Network hosted its national conference, drawing about 500 advisor members and other guests. The group also launched some new services to help members of its network grow their practices.

The organization, which also is suing the Securities and Exchange Commission over Regulation Best Interest, says it has more growth plans on the horizon. But the group’s growth is not a threat to its current members services or independence, insists co-founder, planner and blogger Michael Kitces.

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Originally Posted at ThinkAdvisor on September 20, 2019 by Janet Levaux.