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Est. 2026The front page of wealth managementNew York

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XY Planning recruiting spikes as RIA M&A refugees flee rollups that dangle downer contracts

Alan Moore and Michael Kitces are setting up solo XYPN shops at a booming, nearly two-a-day rate, and absolutely believe little RIAs have a 'scale' advantage, with nimble beating brute force as much as ever in wealth management.

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