Articles in this section

• XYIS Xtra | Why Didn’t This Trade? Best Practices for Executing Investment Models
• XYIS Xtra | Advisor vs. Order Taker - Balancing Collaboration in Investment Management
• XYIS Xtra | 5 Steps to A Great Cost Conversation with Clients
• XYIS Xtra | When and When NOT to Personalize a Portfolio
• XYIS Xtra | All About the Models! A New Model, A Name Change, and a Model Change
• XYIS Xtra | The Top 4 (Non-investment) Factors When Constructing Portfolios
• XYIS Xtra | Michael Kitces' Questions to Ask a TAMP (XYIS Answers Them ALL)
• XYIS Xtra | Talking Clients Off a Ledge (before they get there)
• XYIS Xtra | The Checklist for Integrating Investment Management
• XYIS Xtra | How and When to Communicate During Uncomfortable Times