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XY Planning Network

In network coverage since September 10, 2026 · 10 stories

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Sep 9, 26Deal announcedWealthtender — coverage

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SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives

Hightower added Robert Picard from First Republic and Marc Cabezas from Edelman; Carson added Matt Humphrey from United Bank / United Brokerage Services.

Moves · Oct 16XYPN opens president search as Vince Hockett plans spring 2027 retirement

Recruiting & transitions · Oct 7XYPN registration pipeline hits 110 firms as rollup advisors join

Moves · Oct 7XYPN has 110 firms working toward registration, up from 60 a year earlier

Practice management · Oct 6Fidelity ends custody for sub-$100 million RIAs, with June 2027 exit

Recruiting & transitions · Oct 1Fidelity tells sub-$100 million RIAs to leave, with no fee option to stay

The Close · Oct 1Fidelity extends its $100 million minimum to existing RIA custody clients

Products & portfolios · Sep 25The 4% rule sets the floor; the ratchet handles the upside

Products & portfolios · Sep 17The blended risk score averages away the binding constraint

Practice management · Sep 10XYPN buys AI-search access; the credibility behind AI answers accrues slowly

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SEI recruits Kristie Edling-Day from LPL; Hightower and Carson add executives