Skip to content
April 2021  |  Issue 7
IRI-Insight-Hero
This month’s issue of IRI Insight features timely resources on best practices for utilizing social media and technology to better engage clients. Learn from this curated selection of videos, blog posts, and articles created to give you the latest “insight” on how to best implement digital tools to grow your business.
Advocacy  |  Research  |  Education  |  Conferences  |  News  
Retirement Income: The Future is Now

The advisor’s role has dramatically shifted, changed, and accelerated due to heightened client expectations and digitalization. In a panel discussion lead by Michael Roth, Head of Retirement, InvestCloud, leaders in the retirement income space discuss how the advisor role has transformed over time as technology adoption continues to grow.

Presented by InvestCloud
LPL financial advisor James Luongo takes a two-pronged approach to growing his business – offering more financial planning and leveraging webinars to attract prospects. He also incorporates digital tools and experiences into his practice with the goal of being entirely virtual in the future.
Presented by LPL Financial

20-21_ad_Insight_1815509.png
How to Optimize Your Social Media Posts

These guidelines will teach you when and what to publish on your social media for optimal engagement with prospects.

Presented by Brighthouse Financial
Rising Rates May Not Derail Stocks’ Current Run

Should investors start to worry about interest rate spikes? Stocks haven’t been troubled by big interest rate jumps in the past.

Presented by Nationwide

Stay Informed

Latest News

See All News
February 21, 2023

IRI VISION: SEC SWINGS AND MISSES

The U.S. Securities and Exchange Commission’s proposal to address stock market volatility and mutual fund liquidity would harm millions of…

Read more
February 14, 2023

COMPLIANCE WITH PROPOSED SWING PRICING/HARD CLOSE RULE “SIMPLY NOT POSSIBLE”

IRI: Rule Would Have Profound, Adverse Impacts On Investors and Retirement Accounts. WASHINGTON, D.C. – A proposed U.S. Securities and…

Read more
January 31, 2023

HOUSE PASSES BILL TO PROTECT VULNERABLE AMERICANS FROM FINANCIAL EXPLOITATION

WASHINGTON, D.C. – The House of Representatives passed a bipartisan measure this week to protect vulnerable Americans from financial exploitation….

Read more
Scroll To Top