In the May episode of DFA1, Katherine Dease, Chief Technology and Innovation Officer, reviews the Digital First for Annuities committee work and sessions at the highly-successful, record-setting 2026 IRI Annual Conference.
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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…