Browsing Tag
RISA
3 posts
Pfau and Murguia’s RISA Gets Boost with CreativeOne Deal
Recently announced strategic partnership gives CreativeOne advisors access to the Retirement Income Style Awareness profile
New Research Turns Traditional Retirement Income Planning on its Head
Focused on consumer preferences, the three-part series from Alex Murguia and Wade Pfau offers a new way forward
‘RISA’ Packs Advisory Board with Retirement Industry Heavy Hitters
New “Retirement Income Style Awareness” assessment founded by Wade Pfau and Alex Murguia has already built successful partnerships with Orion, Pacific Life and DPL in advance of January launch