Advisor Insights

New Tools to Better Serve Generation X and Y Clients

Ben Brown

Several hundred advisors descended upon St. Louis, Missouri, last month to network, learn, and exchange ideas on how to better serve generation X and Y clients at the fourth installment of the XY Planning Network's annual Live conference. Back this year was the popular Exhibit Hall (with more than 60 technology solution and other service providers participating) and XYPN's annual financial technology competition.

The 2018 XYPN fintech competition fielded more than 20 applicants, with focused criteria to determine what solutions were eligible for consideration. Only technologies specifically designed for advisors and with support for providing services to generation X/Y clients were allowed to compete, and even technologies that met those specifications had to be relatively new to market or particularly innovative to become finalists. Judges narrowed the competition to six before the conference, with the final champion crowned at the event.

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