In the July edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, touts several recent Digital First for Annuities (DFA) standards that will deliver more efficiency, scalability, cost reductions, financial professional satisfaction, and access. She also cites recent IRI research that aligns some financial professional concerns with DFA’s work.
Stay Informed
Latest News
IRI VISION: TWO DECADES IN THE MAKING: A WIN FOR E-DELIVERY AND THE INVESTORS WE SERVE
Nearly two decades after IRI first pushed for it, electronic delivery is on track to become the default way investors…
IRI SAYS SEC E-DELIVERY RULE ALIGNS WITH DIGITAL-FIRST GOALS
Proposed Regulation Supports Investors’ Preferred Choice of Information Sharing WASHINGTON, D.C. – A proposed Securities and Exchange Commission (SEC) regulation…
DFA1: A Major Milestone
In the September edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, hails a major program milestone: 50,000…