In the September edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, hails a major program milestone: 50,000 paperless transactions for annuity exchanges, replacements, and transfers. She explains how this success should trigger adoption of other DFA standards to eliminate more friction points, improve the process for more financial professionals, and help expedite annuities into consumers’ hands.
Stay Informed
Latest News
IRI VISION: SEC SWINGS AND MISSES
The U.S. Securities and Exchange Commission’s proposal to address stock market volatility and mutual fund liquidity would harm millions of…
COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”
IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…
HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION
WASHINGTON, D.C. – The House of Representatives passed a bipartisan measure this week to protect vulnerable Americans from financial exploitation….