XY Planning Network (XYPN) has reached a record adviser number of 2,000, after 456 new additions in 2024.
In 2024, the firms saw a decrease of about 19 members per month, which was still a 10 percent improvement over outflows in 2023. More than 50 percent of new members were upstarts and 50 percent were from existing registered investment advisers.
XYPN aims to support financial planners and those interested in offering financial advice that extends beyond the traditional assets under management (AUM) model. Since beginning in 2011, XYPN has served more than 100,000 households.
