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 ELECTS NEW BOARD CHAIR, VICE CHAIR
WASHINGTON, D.C. — The Insured Retirement Institute (IRI) announced changes to its board of directors today, including a new chair and…
IRI URGES DEPARTMENT OF LABOR TO STREAMLINE DISCLOSURE REQUIREMENTS AND MAXIMIZE E-DELIVERY AS DEFAULT FOR DOCUMENTS
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) urged the U.S. Department of Labor (DOL) to focus on consolidation and…
IRI SAYS PROPOSED SEC CONFLICTS RULE IS OVERBROAD, OVER-REACHING, AND RIFE WITH FLAWS
WASHINGTON, D.C. –A proposed rule by the U.S. Securities and Exchange Commission (SEC) to address financial firms’ conflicts of interest…