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XY Planning Network Files Suit To Challenge SEC’s Regulation

XY Planning Network Files Suit To Challenge SEC’s Regulation

September 12, 20199 min

XY Planning Network (XYPN) announced yesterday at its XYPN LIVE National Conference that it is filing a lawsuit in the Southern District of New York to challenge the Securities and Exchange Commission (SEC) regarding the SEC’s new Regulation Best Interest (Reg BI) rule as it pertains to the delivery of financial planning advice. It is XYPN’s belief that the SEC has exceeded its regulatory authority in the creation of Reg BI by permitting comprehensive financial planning...

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by FTB News Desk

XY Planning Network Launches New Services for Advisors

XY Planning Network Launches New Services for Advisors

September 10, 20194 min

XYPN co-founders Alan Moore and Michael Kitces announce the launch of several new services designed to meet the evolving needs of the Network's 1,000+ advisors

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