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 ANNOUNCES NEW TASK FORCE TO ENHANCE FINANCIAL PROFESSIONALS’ DIGITAL EXPERIENCE ACROSS THE ANNUITY LIFECYCLE
The Insured Retirement Institute (IRI) announced today the formation of an Annuity Data Enablement Task Force comprised of senior insurance…
IRI VISION: SEC SWINGS AND MISSES
The U.S. Securities and Exchange Commission’s proposal to address stock market volatility and mutual fund liquidity would harm millions of…
COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”
IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…