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DFA1 is IRI’s short-form video series to highlight the progress, insights, and real-world success stories emerging from the Digital First for Annuities initiative. In this update, Katherine Dease, Chief Technology and Innovation Officer, Mark Francis, Director, Operations and Technology, and Hannah Pikus, Director, Digital First Standards review 2025 wins and offer a look ahead to 2026.

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October 10, 2023

IRI SAYS PROPOSED SEC CONFLICTS RULE IS OVERBROAD, OVER-REACHING, AND RIFE WITH FLAWS

WASHINGTON, D.C. –A proposed rule by the U.S. Securities and Exchange Commission (SEC) to address financial firms’ conflicts of interest…

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September 12, 2023

IRI RESEARCH FINDS CONSUMERS PRIORITIZE RETIREMENT INCOME AND ASSET PROTECTION MORE THAN GROWTH

WASHINGTON, D.C. – Financial professionals say that clients are prioritizing retirement income and asset protection more than growth, according to…

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September 9, 2023

STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE REGARDING THE PROPOSED DEPARTMENT OF LABOR FIDUCIARY REGULATION

The Department of Labor’s (DOL) decision to try again to advance a new fiduciary proposal will hurt working families’ ability…

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