Tagged: xy planning network

XYPN Announces 2nd Annual #XYPN17 Advisor Fintech Competition

XY Planning Network (XYPN) announced on Tuesday it has opened application registration for its second annual Fintech Competition during its #XYPN17, which is a financial planning conference that is exclusively for advisors serving the generation X and Y markets. The event will take place in Dallas, Texas… Read More

XY Planning Network Unveils Fintech Solution For Compliant Retainer Billing

XY Planning Network, an organization of fee-only financial advisors, announced this week the launch of its new fintech solution, AdvicePay, a payment processing solution that allows for compliant billing of recurring retainers.The platform will also allow XYPN members to charge monthly retainer fees to clients through bank accounts… Read More

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