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 URGES DEPARTMENT OF LABOR TO STREAMLINE DISCLOSURE REQUIREMENTS AND MAXIMIZE E-DELIVERY AS DEFAULT FOR DOCUMENTS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) urged the U.S. Department of Labor (DOL) to focus on consolidation and…
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…
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…