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Moves

XYPN opens president search as Vince Hockett set to retire in spring 2027

XYPN says membership grew from about 1,172 advisors to 2,401 over Hockett's tenure and two-thirds of members have moved beyond launch to operating RIAs.

At a glance

25-second brief
  • XYPN has started a national search for its next president, with current president Vince Hockett set to retire in spring 2027, the Bozeman, Mont.-based network said Friday.

  • In 2026, about 110 new firms are working toward RIA registration, while two-thirds of members have moved beyond launch to operating RIAs using XYPN's services, according to the organization.

  • XYPN said there will be a transition period between the new president joining and Hockett leaving.

XYPN has started a national search for its next president, with current president Vince Hockett set to retire in spring 2027, the Bozeman, Mont.-based network said Friday.

Hockett joined XYPN in 2020 as chief engagement officer after a stint at S&P Global Market Intelligence. Membership has grown from about 1,172 advisors to 2,401 over his tenure, according to the firm.

In 2026, about 110 new firms are working toward RIA registration, while two-thirds of members have moved beyond launch to operating RIAs using XYPN's services, according to the organization. Hockett described the shift in a statement: "When I joined XYPN, we were primarily known for helping advisors launch independent firms," he said. "Today, we support advisors who have spent years building successful businesses, growing their teams, and serving more clients than ever before."

Sapphire, Jump and Income Lab

XYPN was founded by current CEO Alan Moore and industry commentator and insights provider Michael Kitces. Its monthly membership bundles discounted tools and services across financial planning, portfolio management, operations and client service. In 2024 the network launched an RIA platform called Sapphire, which has grown to more than $1 billion in client assets across 52 advisors. In September it announced a collaboration with AI wealth fintech Jump, giving members discounted access to notetaking, CRM updates and account opening tools. It also added retirement income planning provider Income Lab.

XYPN said there will be a transition period between the new president joining and Hockett leaving. PWD's records logged 351 executive changes and 10 custodian changes in the 30-day window.

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