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Author: Gary Gordon

2017 Investment Management Outlook

In a sweeping review of the investment management landscape, Deloitte studied a wide-ranging number of issues likely to impact the financial services industry in 2017. Deloitte’s conclusion characterizes this year as one of change, development and opportunity.

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Qualities of a Leader

There is no universally accepted definition of leadership, but one definition might be that leadership creates a vision, inspires others to work toward achievement of that vision and manages its delivery.

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Retirement Income Grows Up

In meeting the difficult challenge of sustaining income for a lifetime, the “4 percent rule” that may have governed retirement income strategies in recent years is now giving way to much more complex considerations as industry players and academia gain insight into this brave new world of income management.

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