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XYPN Unveils 'New Path to Independence' via Corporate RIA, With a Twist
News October 16, 2024 at 11:06 AM
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What You Need To Know
- Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.
- Unlike other corporate RIA offerings, Sapphire members will be independent contractors and not W-2 employees.
- Sapphire is now onboarding two to three advisors monthly and expects to transition roughly 50 advisors by year-end.
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