In this edition of DFA1, Katherine Dease, Chief Technology and Innovation Officer, IRI, says the industry is changing right now. Younger buyers expect 24-7 access to their income and account values. Financial professionals want every product they recommend to show up in their planning tools right away. She explains how DFA gives firms a reusable way to connect data and technology, so they can meet those expectations. https://youtu.be/jWNyTOYxOrM?si=E1hc3_Ta9M5meE0f
Stay Informed
Latest News
IRI VISION: IRI BASELINE VALUES ARE BRINGING ANNUITIES INTO THE CONVERSATION
Annuities have long been overlooked in financial planning due to complex modeling requirements. Many financial professionals, especially those unfamiliar with…
HOUSE COMMITTEE PRESERVES VITAL RETIREMENT SAVINGS INCENTIVE
Budget Reconciliation Measure Clears Hurdle WASHINGTON, D.C. – The House Committee on Ways and Means voted to advance major provisions…
April News Articles
News articles in which IRI is mentioned or quoted. Plan Adviser – Retirement Industry People Moves – 3/28/25 401k Specialist…