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 STATEMENT ON SENATOR BEN CARDIN’S RETIREMENT ANNOUNCEMENT
WASHINGTON, D.C. – The Insured Retirement Institute issued a statement from President and CEO Wayne Chopus on the retirement announcement…
CHOPUS, RICHMAN AMONG 500 MOST INFLUENTIAL PEOPLE SHAPING POLICY
WASHINGTON, D.C. – The Insured Retirement Institute (IRI) has two people on Washingtonian Magazine’s third annual list of Most Influential…
HOUSE LEGISLATION TO PROVIDE INVESTMENT CHOICE PARITY FOR RETIREMENT PLANS SERVING TEACHERS, HOSPITAL WORKERS, CLERGY, AND NON-PROFIT EMPLOYEES
WASHINGTON, D.C. – Legislation introduced this week would establish parity for 403(b) retirement plans serving teachers, hospital workers, clergy, and…