RISA

Kroll Expands Global Restructuring Team with Addition of Angela Barkhouse as Head of Offshore Restructuring Business

Retrieved on: 
Friday, April 12, 2024

Kroll , the leading independent provider of global risk and financial advisory solutions, announced today the expansion of its Restructuring practice with the appointment of Angela Barkhouse.

Key Points: 
  • Kroll , the leading independent provider of global risk and financial advisory solutions, announced today the expansion of its Restructuring practice with the appointment of Angela Barkhouse.
  • Barkhouse will lead Kroll’s Offshore Restructuring business internationally and co-lead Kroll’s Cayman Islands and British Virgin Islands operations with Mitchell Mansfield.
  • Barkhouse’s appointment will also allow Mansfield to further develop Kroll’s growing Funds and Asset Management practice around the world.
  • Cosimo Borrelli, Managing Director and Co-Head of Restructuring at Kroll, said: “Mitchell and I are delighted to welcome Angela to Kroll.

Healthtech RISA Launches AI Platform to Optimize Healthcare Prior Authorizations

Retrieved on: 
Thursday, January 18, 2024

RISA launches an AI-driven platform to streamline healthcare's prior authorization process, aiming to reduce administrative costs and improve operational efficiency.

Key Points: 
  • Palo Alto, California--(Newsfile Corp. - January 18, 2024) - RISA , a healthtech company known for its innovative artificial intelligence (AI) solutions, has launched a new AI-driven platform aimed at streamlining prior authorization in healthcare .
  • The RISA Multi-Agent System (MAS) is designed to enhance decision-making and coordination, addressing the inefficiencies of prior authorization tasks within healthcare operations.
  • The Multi-Agent System developed by RISA is a network of AI agents, each specialized in different aspects of the prior authorization workflow.
  • RISA also announced the formation of the "MASTERY" Team, a group of top AI talent focused on advancing healthcare innovation, further demonstrating the company's dedication to improving healthcare operations.

RISA Releases Retirement Income Research Focused on Individual Retirement Income Preferences

Retrieved on: 
Wednesday, October 18, 2023

RISA® (Retirement Income Style Awareness), the psychology-backed, research-driven income personality assessment transforming retirement income planning, and BlackRock, one of the world’s leading providers of investment, advisory and risk management solutions, announced the release of a groundbreaking joint research paper, A reimagined approach to finding retirement income: Defining individual styles and solutions using the RISA framework.

Key Points: 
  • RISA® (Retirement Income Style Awareness), the psychology-backed, research-driven income personality assessment transforming retirement income planning, and BlackRock, one of the world’s leading providers of investment, advisory and risk management solutions, announced the release of a groundbreaking joint research paper, A reimagined approach to finding retirement income: Defining individual styles and solutions using the RISA framework.
  • Founded by retirement income authorities Alex Murguia and Wade Pfau , the RISA, 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.
  • RISA and BlackRock collaborated on a research study that sought to identify retirement income style preferences across a representative sample of individuals, with an overweight toward those approaching or at traditional retirement ages, to explore the applicability and relevance of the framework construct within a Defined Contribution (“DC”) plan.
  • Retirement income styles included in the RISA framework are Total Return, Income Protection, Time Segmentation, and Risk Wrap.

PRESIDENT & CEO SHELTON J. HAYNES AND COMMUNITY ADVOCATES CUT RIBBON ON NEW PICKLEBALL COURTS

Retrieved on: 
Monday, May 15, 2023

Roosevelt Island, NY, May 15, 2023 (GLOBE NEWSWIRE) -- Roosevelt Island Operating Corporation (RIOC) President Shelton J. Haynes was joined last Friday by Roosevelt Island Board Member Howard Polivy and Fay Christian, community advocates Vicki Feinmel, Joyce Short and Lorraine Altman, and members of the Roosevelt Island community for a ribbon cutting ceremony to mark the opening of Roosevelt Island’s new pickleball courts.

Key Points: 
  • Roosevelt Island, NY, May 15, 2023 (GLOBE NEWSWIRE) -- Roosevelt Island Operating Corporation (RIOC) President Shelton J. Haynes was joined last Friday by Roosevelt Island Board Member Howard Polivy and Fay Christian, community advocates Vicki Feinmel, Joyce Short and Lorraine Altman, and members of the Roosevelt Island community for a ribbon cutting ceremony to mark the opening of Roosevelt Island’s new pickleball courts.
  • The highly anticipated, $100,000 project to bring pickleball to the island included the resurfacing of the courts behind Sportspark, the repair of major sub-surface cracks, repainting and coating of the new surface, and the installation of pickleball netting.
  • “Pickleball is sweeping the nation and we heard the enthusiastic calls for our very own pickleball courts right here on Roosevelt Island,” said President and CEO Shelton J. Haynes.
  • “Our community advocates like Vicki Feinmel, Joyce Short and Lorraine Altman were adamant that we make this project a reality, and RIOC was more than happy to heed the call.

Intention.ly Launches Financial Services Book Club to Revolutionize Industry Learning

Retrieved on: 
Tuesday, April 11, 2023

Book club meetings, held on the second Wednesday of each month, will feature the book’s author in an open and candid conversation with host Tina Powell, Partner and Chief Growth Officer at Intention.ly.

Key Points: 
  • Book club meetings, held on the second Wednesday of each month, will feature the book’s author in an open and candid conversation with host Tina Powell, Partner and Chief Growth Officer at Intention.ly.
  • "Kelly Waltrich, our Co-Founder and CEO, was the driving force behind this exciting initiative, empowering our team to turn her vision into a reality," Powell explained.
  • “She recognized a compelling opportunity to create an engaging and highly accessible learning environment for the financial advice community, reducing the barriers to comprehending complex financial topics such as behavioral finance, investing, and retirement planning.
  • In particular, financial advisors should feel empowered to invite their clients to these important conversations as a way to open the door for more meaningful discussions about their personal financial journeys.

RISA and the Retirement Income Institute Release Groundbreaking Three-Part Research Series

Retrieved on: 
Wednesday, January 11, 2023

Today, RISA® (Retirement Income Style Awareness), the psychology-backed, research-driven income personality assessment transforming retirement income planning, and the Retirement Income Institute of the Alliance for Lifetime Income – a non-profit consumer education association that creates awareness and educates Americans about the value and importance of having protected income in retirement, announced the release of a three-part research series that changes the conversation about retirement income strategies.

Key Points: 
  • Today, RISA® (Retirement Income Style Awareness), the psychology-backed, research-driven income personality assessment transforming retirement income planning, and the Retirement Income Institute of the Alliance for Lifetime Income – a non-profit consumer education association that creates awareness and educates Americans about the value and importance of having protected income in retirement, announced the release of a three-part research series that changes the conversation about retirement income strategies.
  • View the full release here: https://www.businesswire.com/news/home/20230111005296/en/
    The research, which was commissioned by the Retirement Income Institute and authored by RISA co-founders and retirement income authorities Alex Murguia and Wade Pfau, turns traditional retirement income planning on its head by first focusing on the consumer and their preferences.
  • “Pensions have virtually disappeared and the traditional model for retirement income security may not provide sufficient, reliable and protected retirement income for Americans planning for retirement.
  • A new framework is needed that focuses on how protected income from annuities can provide the retirement security consumers need and are looking for.”
    The three-part research series focuses on the critical building blocks of a consumer-first retirement income approach, including:
    “Throughout the research process, we were able to surface undeniable connections between retirement preferences and retirement styles, and illustrate how these styles indicate the distinct retirement income strategies that resonate most closely with how each individual wants to generate retirement income,” said Wade Pfau.

Revolutionary Retirement Income Style Awareness (RISA) Assessment Founders Announce Formation of Advisory Board Packed with Industry Heavy Hitters, Plan Go-To-Market for January 2023

Retrieved on: 
Monday, November 21, 2022

The first members of the RISA Advisory Board include:

Key Points: 
  • The first members of the RISA Advisory Board include:
    John Faustino , Head of Broadridge Fi360 Solutions , Broadridges fiduciary education and technology business.
  • Faustino, a visionary in the retirement income space, also founded the Retirement Income Consortium .
  • Bonnie Treichel , founder and Chief Solutions Officer of Endeavor Retirement , who brings both experience as an Employee Retirement Income Security Act (ERISA) attorney and as a retirement plan advisor to the RISA Advisory Board.
  • RISA, the Retirement Income Style Awareness profile, is built on a retirement income framework that blends psychology and financial planning to help investors identify their unique retirement income preferences.

DoD Awards $32 Million to Three National Spectrum Consortium (NSC) Teams for Electromagnetic Spectrum Access Prototypes

Retrieved on: 
Monday, November 8, 2021

The US Department of Defense (DoD) has awarded projects totaling more than $32 million to three National Spectrum Consortium teams to develop near-real-time electromagnetic spectrum (EMS) management technologies.

Key Points: 
  • The US Department of Defense (DoD) has awarded projects totaling more than $32 million to three National Spectrum Consortium teams to develop near-real-time electromagnetic spectrum (EMS) management technologies.
  • DoD made the awards through the NSCs $2.5 billion ceiling Spectrum Forward Other Transaction Agreement (OTA).
  • On behalf of the National Spectrum Consortium, I want to congratulate the companies selected for award.
  • The Risk-Informed Spectrum Access (RISA) project will deliver a set of prototype spectrum access planning, management and operational tools.