Podcasts

​​Jason Wenk is the founder and CEO of Altruist, a wealth management platform built for independent advisors. With more than 25 years of experience in financial services and technology, he has worked across the industry as a quantitative analyst, financial advisor and fintech founder.

In an effort to give employees a more individualized selection, employers may be inadvertently setting them up for failure.

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.

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

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

Gender equality and financial security for women are top priority for the organizations featured in our top stories from the week.

The youngest members of the workforce will be bringing a mixed bag of financial experiences to the job.

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

As harmless as a computer may seem, companies should be putting in the same effort into protecting their network’s health as they are that of their workers.