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 CEO: “I AM OPTIMISTIC FOR OUR INDUSTRY’S FUTURE”
IRI 2022 Annual Conference Opens with Record Attendance, Sponsorships WASHINGTON, D.C. – Insured Retirement Institute (IRI) President and CEO Wayne…
IRI ISSUES YEAR-END 2021 ANNUITY SALES REPORT
Sales of fixed and variable annuities were $233.1 billion in 2021.
IRI SURVEY FINDS NEED FOR IMPROVED “RETIREMENT IQ”
WASHINGTON, D.C. — April is Financial Literacy Month and, according to a survey by the Insured Retirement Institute (IRI), a…