Daniel R. Solin's Blog, page 47

November 30, 2016

This Financial Advisor “X Factor” is Your Value Proposition

Some advisors stand out. They aren’t always the smartest or the most charismatic, yet they are enormously successful, far more so than their peers. I have figured out why.


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Published on November 30, 2016 04:00

An Illegal Investment With A Huge Potential Pay-Off

JPMorgan Chase & Co has agreed to pay a total of $264 million to settle charges that it violated the Foreign Corrupt Practices Act.


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Published on November 30, 2016 02:42

November 23, 2016

Dan Solin’s November 24, 2016 Newsletter

Clearly, relying on the predictions of stock "gurus" is not an intelligent, reliable, responsible way to invest.


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Published on November 23, 2016 08:24

November 22, 2016

Self-Reliance Has New Importance

If there’s one thing almost everyone agrees upon, it’s deregulation is likely to occur at an accelerated pace. This is especially true in the financial services area.


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Published on November 22, 2016 15:07

November 21, 2016

Five Reasons Your Asset-Based Fee Model Won’t Survive

The advisory business is changing rapidly. Your fees will be a subject of continuing scrutiny. Here are five reasons why the asset-based fee model won’t survive.


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Published on November 21, 2016 22:19

Five More Reasons the Asset-Based Fee Model Won’t Survive

Several studies (summarized here) found that, for the largest advisory firms, the most profitable ones focused the most on AUM fees. Clearly, this fee structure is good for these firms.


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Published on November 21, 2016 13:58

November 16, 2016

Dan Solin’s November 17, 2016 Newsletter

Dan's November 10, 2016 Newsletter


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Published on November 16, 2016 16:52

November 15, 2016

Post-Election Investing Nonsense

Much of what you read in the financial media is errant nonsense, consisting of rank speculation about future events. Nowhere is this better illustrated than by the spate of silly articles “advising” investors what changes to make in their portfolio based on the results of the presidential election.


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Published on November 15, 2016 14:20

November 10, 2016

Dan Solin’s November 10, 2016 Newsletter

Dan Solin's November 10, 2016 Newsletter


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Published on November 10, 2016 14:51

November 8, 2016

It’s Time For Index TV

The financial media continues to disseminate discredited advice because its advertisers — the securities industry — pay it to do so.


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Published on November 08, 2016 14:14