Episode 9: Is there a role for Risk Tolerance Questionnaires within the RISA® Framework?

By Alex Murguia | April 12, 2022

Wade and Alex examine the RISA® Profile against a popular retirement income strategy selection tool; the Risk Tolerance Questionnaire.

Which one better accounts for:

  • The new risks in retirement
  • The different retirement income strategies
  • The more aligned starting point for retirement

Find out as we review the results from our latest research.

If you’re an advisor, join our April Advisor Challenge! https://risaprofile.com/style/ 

Posted in Podcast