The majority of individual investors still select actively managed mutual funds, although the trend has shifted markedly towards passive over the past decade.
Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
Not a subscriber? Sign up!
My team is located in different cities in the U.S. We have a lot going on. Here are some of my top productivity tools and tactics.
The power of suggestion can’t be overstated. You can have a more meaningful impact by providing reassurance.
The Solin Process ℠ is not an abstract theory. It was initially greeted with skepticism by advisors, because it’s so counterintuitive.
Almost everyone wants to be liked, but few understand how to achieve a higher degree of “likeability.”
I used to think most situations were beyond my control. I’m now convinced that’s wrong.