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April 2021  |  Issue 7
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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

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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

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Latest News

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March 4, 2021

IRI ANNOUNCES 2021 FEDERAL RETIREMENT SECURITY BLUEPRINT

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) announced today its 2021 Retirement Security Blueprint to advance policies addressing the challenges…

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February 19, 2021

IRI ANNOUNCES NEW BOARD CHAIR

WASHINGTON, D.C. – The Insured Retirement Institute (IRI) today announced that John Kennedy, Senior Vice President, Head of Retirement Solutions…

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February 12, 2021

IRI STATEMENT ON THE U.S. DEPARTMENT OF LABOR’S PROHIBITED TRANSACTION EXEMPTION FOR INVESTMENT ADVICE PROFESSIONALS

WASHINGTON, D.C. –  The U.S. Department of Labor announced today that a new prohibited transaction exemption for providers of investment…

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