SOURCE: XY Planning Network

FiComm Partners

June 14, 2016 09:00 ET

XY Planning Network Announces Inaugural Advisor FinTech Competition

NEW YORK, NY--(Marketwired - June 14, 2016) -

  • To be hosted at XY Planning Network's annual conference, #XYPN16, this is the first advisor technology competition aimed specifically at tech solutions built to help advisors deliver financial planning to Gen X and Gen Y clients
  • #XYPN16 FinTech Competition provides an affordable option for new technology startups to promote their services to financial advisors, as compared to the larger budgets required by other industry conferences and events
  • The application window is now open for qualifying technology startup competitors and new technology features from existing companies; applications must be submitted by July 15, 2016

XY Planning Network today announced that the application window is now open for the inaugural FinTech Competition. To be held at #XYPN16, the industry's only financial planning conference exclusively for advisors serving Gen X and Gen Y clients, the #XYPN16 FinTech Competition is the first to focus squarely on tech innovation that helps expand the delivery of financial planning services to Gen X and Gen Y consumers. Prizes will be awarded for the best new innovation, and the competition will be hosted by advisor tech expert, Bill Winterberg of FPPad.

"It is a privilege to host the inaugural #XYPN16 FinTech Competition this year," says Bill Winterberg, CFP® and founder of FPPad. "As voracious users of technology, Gen X and Gen Y clients want to work with financial planners that can satisfy their expectations of a delightful and collaborative experience. This competition embodies the XY Planning Network's continued commitment to support innovative financial planning technology solutions that deliver sophisticated, affordable advice to clients at any stage in their financial life."

XY Planning Network is committed to supporting the development of technology innovation in business-to-business advisor solutions by promoting the new tech startups in the industry. The competition offers a valuable and affordable option for new tech companies focusing on Gen X and Gen Y consumers to introduce, promote, and garner interest in their offerings at the premier conference for advisors serving that clientele. #XYPN16, the national conference for XY Planning Network, anticipates over 400 energetic attendees in just its second year, after a 1st year sellout attendance.

"The financial services industry has long said that financial planning cannot be delivered profitably to Gen X and Gen Y consumers on a fee-only basis," says Michael Kitces, co-founder of XY Planning Network. "We know that it can, as demonstrated by the success of our more-than-240 members. But good technology is essential, both to meet Gen X and Gen Y consumer demands, and to operate efficiently as an advisor serving them. We're thrilled to support technology innovation that keeps the industry moving forward."

The advisor FinTech competition will give the industry a preview of new technology on the horizon. In addition, it allows for technology startups to nominate new and exciting products that support the delivery of financial planning to Gen X and Gen Y clients, while being given a popular conference platform at which to market their services. Connecting exciting new technology companies with advisors of the future, the competition further solidifies XY Planning Network's mission to create an environment for Gen X and Gen Y advisors to thrive.

"Our inaugural 2015 conference last fall wasn't just about the generational shift in financial planning, but the start of a movement, and challenged the stereotypical norm of financial advisory conferences these days," says Alan Moore, co-founder of XY Planning Network. "While advisors at traditional conferences avoid the exhibit hall, at XYPN our advisors embrace technology, so aiming to bring more and new technology solutions to our 2016 conference was just the next natural step."

Applications from technology firms must be submitted by July 15, 2016. The top 6 applicants will be announced July 22, 2016 and invited to present a live demo to a panel of judges on site at #XYPN16 on September 19th in San Diego, CA. The winner of the competition will be announced live at #XYPN16.


  • Technology must be for financial advisors and support delivering financial planning services to Gen X and/or Gen Y clients
  • Company must have launched in last 12 months OR have less than $1M of annual revenue OR be an existing company with a new feature that is substantially different from the existing product line

Benefits for Top 6 Finalists:

  • 2 free passes to attend #XYPN16 and compete
  • Free 5×5 booth space to exhibit to the largest gathering of financial advisors serving Gen X and Gen Y clients

Additional Benefits for #XYPN16 FinTech Winner:

  • Article on Nerd's Eye View at, featuring the new technology solution
  • Promotional video and feature on FPPad by Bill Winterberg
  • Press release distributed by FiComm Partners and facilitated media introductions to invited media members at conference
  • #XYPNRadio interview

To learn more about the #XYPN16 FinTech Competition, including benefits for competitors and application instructions, please visit

To learn more about the #XYPN16 conference, which runs from September 18th to 21st in San Diego, CA, please visit

For media inquiries, contact

About XY Planning Network

The XY Planning Network is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

About FPPad

FPPad is the leading source of technology-centric news and information for financial professionals. Founded in 2008 by Bill Winterberg, FPPad publishes online content, podcasts, and videos covering financial technology trends, and also produces the weekly FPPad Bits and Bytes broadcast, the only free video broadcast dedicated to the coverage of technology for financial advisors.

FPPad is an independent company and is unaffiliated with the XY Planning Network.

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