The Latest

  • Mike Goosay, Chief Investment Officer of Global Fixed Income at Principal Asset Management, breaks down the Federal Open Market Committee meeting, Chair Powell's press conference and the SEP.

    Watching for clues from the Federal Reserve
  • Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are still important for prospective customers.

    February 14
    Wooden blocks resembling Scrabble pieces are painted with plus signs and laid out on a gray background, symbolizing adding value to customers
  • The RIA aggregators Prime Capital and Corient also made their marks with big acquisitions.

    February 14
    Portrait of cheerful young manager handshake with new employee.
  • Evan Metter is a principal in the KPMG Human Capital Advisory practice. Over the last 20 years he has operated as a human capital practitioner and then a consultant to some of the most complex organizations through multiple cycles of change and disruption. From designing programs and organization structures through reimaging the employee experience, Evan is an energetic leader bringing ideas together to advance the vitality and impact of human capital in the workplace.

    February 14
    Evan Metter
  • Michael Goldman is a partner in Hunton Andrews Kurth's mergers & acquisitions group in the Richmond, Virginia office.

    February 14
    Michael Goldman.jpg
  • Austin Maloney is a partner in Hunton Andrews Kurth's mergers & acquisitions group in the Richmond office.

    February 14
    Austin Maloney.jpg
  • Following a 47% increase in earnings, Ted Pick is credited for his firm's "outstanding performance" in his first year at the helm.

    February 14
    Morgan Stanley CEO Ted Pick
  • Kerry Ryan, CPWA, is senior director of financial services industry marketing at Seismic. She leads marketing for asset management, wealth, banking, insurance and industry ecosystem providers at Seismic. Previously, she has held roles at Salesforce, Citi, Legg Mason and other companies.

    February 14
    Kerry Ryan of Seismic
  • Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.

    February 13
    President Donald Trump spoke from the oval office about an executive order targeting diversity, equity and inclusion programs in January 2025
  • Alec Miloslavsky has more than 20 years of experience in technology and entrepreneurial leadership. Prior to EIS, he co-founded Exigen Services (now Return on Intelligence), a company that has grown to revenues exceeding $70 million. Earlier in his career, Alec co-founded Genesys Telecommunications Laboratories and served as CTO from its inception where he helped lead the company to its successful initial public offering and subsequent sale to Alcatel for $1.9 billion in 1999. Following the acquisition, he played a key role with the integration of Genesys into the Alcatel organization.

    February 13
    Alec Miloslavsky