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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STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON PROPOSED DOL ALTERNATIVE INVESTMENTS RULE
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) is encouraged by the inclusion of lifetime income strategies in the proposed…
IRI VISION: CLOSING THE CLIENT EXPECTATION GAP
Recently, I spoke at the BISA Conference about a reality we can no longer ignore: the client of tomorrow is…
DFA1: Highlights from the IRI Digital First for Annuities Hackathon
In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, talks about the recent, successful IRI Hackathon…