Articles from XYPN

XYPN SAPPHIRE EXPANDS LEADERSHIP TEAM AS PLATFORM SURPASSES $1 BILLION IN ASSETS
Firm expands leadership bench with key leadership additions and internal promotions as advisor platform continues rapid growth
By XYPN · Via GlobeNewswire · July 1, 2026
XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion
AUSTIN, 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.
By XYPN · Via GlobeNewswire · September 26, 2025
Articles from XYPN | MarketMinute