The Latest

A roundup of this week's news includes advisors on the move, acquisitions and new technology.

Peter Rodes is vice president of innovation and advisory services, for RGAX, the transformation engine of Reinsurance Group of America, Incorporated (RGA). Based in Chicago, Peter is a member of RGAX’s Emerging Solutions team, with a global role in developing novel and/or disruptive approaches to engaging with life and health insurance consumers to enable them to live healthier, longer, and more financially secure lives. Peter joins RGAX with more than 25 years of experience in health care, marketing and insurance.

As Program Manager, Global Product Portfolio Management for RGAX, the transformation engine of RGA Reinsurance Company, Eva Goldstein has global responsibility for RGA’s product framework, helping RGA and RGAX launch and scale industry-leading products and services. Based in Toronto, Eva brings more than 20 years of industry experience and a deep knowledge of both traditional and non-traditional parts of the business to her role, including local and global business development, alternative distribution, group healthcare, and most recently, strategic partnership management for RGAX.

Tailwinds behind fiduciary services and financial advisor demographics are working in the RIA holding company’s favor, CEO Rudy Adolf says.

Keith Ash is a senior vice president for client development with Strategic Resource Management.

Oded Zehavi is CEO and co-founder of Mesh Payments.

Joining an existing RIA has its appeal, whether as a final destination or as a way station on the path to full independence.

Lyle Ball is CEO and co-founder of Avii, a unified workspace and platform for accounting firms.

The wealth manager has opened more ways to affiliate with the firm by starting to tap M&A deals with a sizeable pipeline for more in the future.

Gary Shaw advises insurers on solutions to enhance growth, operations, technology, risk, and compliance. As US Insurance leader, he works with Deloitte’s teams to coordinate services to strategic clients, marshal resources globally, share thought leadership and industry insights, and connect client executives with their peers. He is a frequent presenter and author on insurance trends including financial management, risk, and controls.