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As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup's market power is catching up to his mind share

Blogger Kitces and co-founder Alan Moore get buy-in and growing success for hundreds of advisors betting on mass affluent investors

Author Guest Columnist Timothy D. Welsh September 28, 2018 at 7:29 PM
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Michael Kitces: The first year sucks for everyone.

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Related Moves

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

Kitces.com
Consulting Firm
Top Executive: Michael Kitces




KarynDeJong

KarynDeJong

September 28, 2018 — 9:26 PM
Great article captures the energy and passion of this event and the overall movement! Nice coverage Tim!
Jeff Spears

Jeff Spears

October 2, 2018 — 12:20 PM
Segmentation of business support is essential for service firms like XL Planning. The ultimate challenge of any segmentation strategy is the services that the clients demand. XL understands this client and should be able to create a service suite that works. If you start at the mass affluent level it is easier than starting at the high net worth level and adjusting to meet these demands. Legendary investor Peter Lynch would have supported XY's strategy.

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