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.
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IRI TO LABOR DEPARTMENT: WITHDRAW HARMFUL INVESTMENT ADVICE RULE
“We Do Not Believe the Proposal Can or Should Be Fixed” WASHINGTON, D.C. – A proposed U.S. Department of Labor…
IRI RESEARCH: ADOPTION OF DIGITAL FIRST STRATEGIES ARE CRITICAL TO FINANCIAL PROFESSIONALS’ USE OF ANNUITIES
WASHINGTON, D.C. – Recent research by the Insured Retirement Institute (IRI) found that financial professionals who do not currently use…
IRI URGES U.S. DEPARTMENT OF LABOR TO WITHDRAW PROPOSED INVESTMENT ADVICE RULE
WASHINGTON, D.C. — Wayne Chopus, President and CEO and Jason Berkowitz, Chief Legal and Regulatory Affairs Officer, today testified at…