How Michael Kitces' and Alan Moore's plan to sue the SEC on XY Planning's dime -- on behalf of all RIAs -- is a good business risk and a sign of possible FPA impotency
With more than 1,000 RIAs in its network, the Columbia, Md., super-blogger and his Montana-based partner get lawyers to accept a flat fee after the Financial Planning Association punts allowing a critical deadline to pass
Author By Lisa Shidler September 17, 2019 at 3:24 AM
Related Moves
Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him
Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.
February 14, 2023 at 3:15 AM
Autumn Kruse
September 18, 2019 — 2:49 PM
Thank you, Michael and Alan, for stepping in AGAIN where the FPA has dropped the ball.
