The RISA, a psychology-backed, research-driven income personality assessment transforming retirement income planning, released in a recent announcement the formation of its inaugural industry Advisory Board comprising thought leaders and innovators in the fintech space.
The Advisory Board will be made up of industry leaders such as John Faustino, Head of Broadridge Fi360 Solutions, Ryan Beach, President of Orion Wealth Management, David Lau, founder and CEO of DPL Financial Partners, Kelly Waltrich, co-founder and CEO of Intention.ly, Bonnie Treichel, founder and CSO of Endeavor Retirement and Michel Finke, Ph.D., Professor of Wealth Management.
The RISA, which is a 15-minute assessment for individuals actively planning for or engaging with retirement, helps financial advisors understand the ideal way each client would like to source retirement income, thus enabling advisors to define and implement personalized retirement income planning strategies aligned with individual preferences.
