In the latest episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, welcomes new Digital First for Annuities (DFA) Steering Committee chairs, previews IRI’s upcoming Hackathon, and shares news about upgraded features to the DFA Dashboard.
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The SECURE Act and the SECURE 2.0 Act are two new laws embodying sweeping changes that will generate billions more…
IRI VISION: ESG IS A-OK
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IRI VISION: COURTS REFUSE TO “ROLLOVER” ON DOL FIDUCIARY RULE
IRI believes financial professionals should act in their clients’ best interest. That’s why our association advocated for the existing regulatory…