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 CONGRATULATES PAUL ATKINS ON CONFIRMATION AS SEC CHAIR
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) congratulated Paul Atkins on the U.S. Senate’s vote to confirm his appointment…
IRI VISION: PEAK CONSUMER PROTECTION MEETS PEAK 65
Annuity sales continue to reach new record highs year after year. With 10,000+ Americans turning 65 every day, there has…
March News Articles
News articles in which IRI is mentioned or quoted. 401k Specialist – Senate Confirms Chavez-DeRemer as DOL Secretary Pensions and…