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IRI's mission is to provide financial advisors, consumers, policy makers and consumer advocates with information and resources to assist in a better
understanding of insured retirement strategies and the role of these products in financial retirement planning. One of the many ways IRI communicates
the important message about insured retirement planning is through multimedia including audio and video productions.
Recommended by 56 people IRI/AARP/WISER Webinar: Working with Boomers and Older Clients
The IRI/AARP/WISER webinar on working with Boomers and older clients covered an array of topics unique to older investors. The presentation slides and recording of the webinar are available here.
Recommended by 12 people 2011 Government, Legal & Regulatory Conference: SEC Initiatives
This panel of senior SEC staff addresses current and future SEC regulatory initiatives affecting insurance products, mutual funds, investment advisers, and broker-dealers, including the insurance exclusion from the proposed definition of “swaps,” the prospects for money market fund and Rule 12b-1 reform, the SEC staff study on fiduciary duty for broker-dealers and the outlook on the implementation of a unified fiduciary duty standard, and other initiatives under consideration.
Recommended by 17 people IRI's 2011 GLRC: Eileen Rominger
Just appointed in February of this year, Director Rominger discusses her key priorities and initiatives, as well as the work of the Commission to implement Dodd-Frank at IRI's 2011 Government, Legal & Regulatory Conference in Washington, DC.
Recommended by 11 people 2011 Government, Legal & Regulatory Conference: Richard Ketchum
FINRA’s Chairman and CEO Richard Ketchum offers his insight about the provision of necessary oversight of broker-dealers and investment advisors in partnership with the SEC, implementation of a single fiduciary standard and other regulatory actions required by Dodd-Frank and more at IRI's 2011 Government, Legal and Regulatory Conference in Washington, DC.
Recommended by 8 people IRI 2011 Marketing Conference: Advisor Panel
At IRI's 2011 Marketing Conference, four of the nation's top financial advisors reveal the secrets to their successes in 2010 and how those successes - and their failures - shaped their plans for 2011.
Recommended by 17 people IRI 2011 Marketing Conference: Robert Benmosche
Robert H. "Bob" Benmosche, arguably one of the most historic figures to step up during the financial crisis, keynotes IRI's 2011 Marketing Conference in Washington, DC.
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