SAN DIEGO -- The planning industry is built on a business model that no longer works: That's the perspective of many younger planners joining the industry.

That group includes 28-year-old Alan Moore, a financial planner and co-founder of XY Planning Network, an organization providing support to fee-only advisors that serve Gen X and Gen Y clients. Moore spoke to advisors at the annual NAPFA conference here this week.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access