In the April episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, announces three new Financial Transaction standards, and reminds viewers about the upcoming IRI 2026 Annual Conference.
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SEC PROPOSAL WOULD CREATE NEW BARRIER TO ANNUITY ACCESS FOR RIA CLIENTS
WASHINGTON, D.C. – A proposed U.S. Securities and Exchange regulation would create a new barrier to annuity access for clients…
IRI STATEMENT ON SENATOR BEN CARDIN’S RETIREMENT ANNOUNCEMENT
WASHINGTON, D.C. – The Insured Retirement Institute issued a statement from President and CEO Wayne Chopus on the retirement announcement…
CHOPUS, RICHMAN AMONG 500 MOST INFLUENTIAL PEOPLE SHAPING POLICY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) has two people on Washingtonian Magazine’s third annual list of Most Influential…