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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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December 2, 2022

GEORGIA, WYOMING CLOSING IN ON BEST INTEREST STANDARD

Adoption of Model Regulation Will Protect Consumers, Preserve Choice of Investment Advice  WASHINGTON, D.C. – Georgia and Wyoming are poised…

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November 22, 2022

STATEMENT OF THE INSURED RETIREMENT INSTITUTE ON THE U.S. DEPARTMENT OF LABOR’S FINAL ESG RULE

WASHINGTON, D.C. – Today, the U.S. Department of Labor (DOL) issued a final rule governing the use of environment, social,…

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November 14, 2022

IRI NAMES KATHERINE DEASE AS CHIEF TECHNOLOGY AND INNOVATION OFFICER

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) named Katherine Dease as Chief Technology and Innovation Officer. In this role,…

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