News Landing Page Header

Stay up-to-date on the latest industry news and information.

April 21, 2015 | Main Street

Millennials Turn to Online Financial Tools in the Absence of Financial Advisor Assistance

By: Juliette Fairley

Joseph Delsoin is a man with a plan. In the next few years, he envisions himself with his own online company that generates revenue, but for the time being, he is employed as a marketing manager in Manhattan. “I want more out of life,” Delsoin told MainStreet. “I want to do better.”

April 1, 2015 | Insurance News Net

Ignoring the Millennials Will Lead to the Industry’s Demise

By: Jennifer DeTroye

Apathetic. Entitled. Lazy. Selfish. Broke. These are just a few words that have been used to describe millennials — the generation born between 1980 and 2000. They are the largest generation in the history of the U.S. By 2020, one in three adults will be a millennial.

April 1, 2015 | The Wealth Channel Magazine

Granum Center Spotlight Update

The Granum Center is beginning its third calendar year with a continued focus on impact across each of our key audiences: companies, field leaders and financial advisors. Learn more about our two biggest deliverables below — and be sure to visit to become a Granum subscriber and be the first to receive new resources as they are launched.

December 4, 2014 | The Wall Street Journal

Financial Planners Tackle Gay Marriage

Changing marriage laws for same-sex couples require financial advisers to keep up with tricky issues about estate planning and divorce.

October 1, 2014 | The Wealth Channel Magazine

The Granum Center Spotlight Update

A flashpoint is defined as a critical point at which something or someone creates significant action: a moment of truth. This fall, we are pleased to share the results of our compelling research on the financial literacy of millennials — and, more importantly, we are providing the tools and resources to support this call to action for our industry.

October 1, 2014 | The Wealth Channel Magazine

Distribution and Some Surprising Trends You’ll Want to Know About

By: Michael C. Davidson

Three things that will influence distribution the most are regulation, demographics and technology. Let me start with demographics. The U.S. population is becoming more diverse, and we have that trend continuing for the next 30 years. In fact, by 2060, the number of minorities will double, collectively representing the largest segment of the U.S. population.

October 1, 2014 | The Wealth Channel Magazine

Know the Secret to a Successful Business Succession Plan?

By: Dickson C. Buxton, Patrick H. Flynn

The challenges of exit and succession planning and execution are many. There is great need for effective management and coordination of this vital element in assuring the perpetuation of a mid-market company, as the majority of closely held companies don’t have a documented exit or transition strategy for the owners—and many of those that exist aren’t effectively implemented.

August 24, 2014 | Forbes

Can Your Financial Advisors, Attorneys & Accountants Build You a Unified Retirement Income Plan?

By: Jamie Hopkins

As you plan for retirement, you might find yourself with a whole army of advisors handling different aspects of your life, finances, and future. But are your attorneys, accountants, financial planners, investment brokers, money managers, insurance agents, and retirement advisors all on the same page when it comes to planning for your retirement?

April 1, 2014 | Bankrate

Fee-Based or Fee-Only Financial Advisers?

By: Chris Kissell

Millions of investors count on their financial adviser to help them build wealth. But a tricky little turn of phrase can create confusion among consumers shopping for financial guidance. It all boils down to the distinction between "fee-only" and "fee-based" advisers. While the two terms sound similar, there are crucial differences.

April 1, 2014 | The Wealth Channel Magazine

The Granum Center Asks: Are You Playing to Win?

Have you ever stopped to think about the difference between playing to win and playing not to lose? When considering corporate strategy, one can be more appropriate than the other. Sometimes, taking a more conservative approach is the right answer.