XYPN Partners with Wealthtender to Help Independent Advisors Build Trust, Strengthen Visibility, and Grow Their FirmsNew partnership gives XYPN members access to modern marketing tools designed to help advisors attract qualified prospects in an increasingly digital and AI-driven marketplace
XYPN Expands Member Benefits Through New Partnership with CurrentClientNew relationship provides fee-only advisors with access to a modern phone platform built to simplify compliant client communications
CALL FOR ENTRIES - XYPN LIVE 2026 AdviceTech CompetitionAdviceTech competition nominations open through July 16, 2026
XYPN SAPPHIRE EXPANDS LEADERSHIP TEAM AS PLATFORM SURPASSES $1 BILLION IN ASSETSFirm expands leadership bench with key leadership additions and internal promotions as advisor platform continues rapid growth
XYPN Unveils Major Tech Advancements for Members with Holistiplan and OrionAUSTIN, Sept. 26, 2025 (GLOBE NEWSWIRE) -- XYPN, the leading support platform for fee-only financial planners, today announced major enhancements to its member benefits during its XYPN LIVE conference in Austin. With more than 2,100 members, XYPN is offering a slate of new initiatives to meet the evolving needs of its fast-growing, fee-only financial planners as their firms build complexity and scale.
