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
LEGISLATION WOULD EXPAND RETIREMENT SAVINGS TO MILLIONS OF EMPLOYEES
IRI Says Bill Will Advance Financial Equity, Security for Workers and Families WASHINGTON, D.C. – Legislation introduced today would expand…
STATEMENT BY WAYNE CHOPUS, PRESIDENT AND CEO, INSURED RETIREMENT INSTITUTE ON THE PROTECTING INNOVATION IN INVESTMENT ACT
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) opposes the U.S. Securities and Exchange Commission’s (SEC) ‘Conflicts of Interest Associated…
IRI VISION: SURVEY SAYS: DIGITAL FIRST CAN DRIVE ANNUITY MARKET GROWTH
Delivering a fast, efficient, and reliable annuity experience will encourage more financial professionals to use annuities more frequently with clients….