IRI Insight

IRI Insight – Summer 2018

Posted on June 19, 2018

An examination of the unique retirement risks faced by women, and the opportunities advisors have to help them plan, leads off the Summer 2018 edition of IRI Insight. This issue also introduces &ld...

IRI Insight – Spring 2018

Posted on March 15, 2018

All historic eras must come to an end, and at IRI we’re coming the end of a great one, and the start of a new one. In this issue of Insight, IRI’s CEO Cathy Weatherford reflects on the ...

IRI Insight – Winter 2017-18

Posted on December 14, 2017

Annuities have had their share of detractors over the years. In fact, you may have seen disparaging advertising. But is such criticism warranted?

IRI Insight – Fall 2017

Posted on September 28, 2017

If you had to guess which age group uses digital technology the least, you’d probably say baby boomers, and you’d be right. So it might surprise you...

IRI Insight - Summer 2017

Posted on July 10, 2017

Retirement Environment Index The Retirement Environment Index from LPL Research is a holistic ranking of the attractiveness of each U.S. state as a retirement destination. This unique index looks s...

IRI Insight – Spring 2017

Posted on March 24, 2017

IRI overviews the results from its annual Baby Boomer research. Also in this issue, how you can empower your clients to determine their best interests, advantages of QLACs, and retirement milestones to follow.

IRI Insight – Winter 2016-17

Posted on December 20, 2016

Industry executives discuss the future of advice. Also in this issue, the elements of a holistic retirement plan, DOL fiduciary rule compliance deadline approaching, helping clients get organized in 2017, longevity planning and more.

IRI Insight – Fall 2016

Posted on September 23, 2016

Market strategists provide their perspectives on Brexit. Also in this issue, guiding clients through uncertainty, addressing advisors’ most pressing DOL fiduciary rule questions, the first Baby Boomers reach the critical RMD age of 70 ½, and more.

IRI Insight - Summer 2016

Posted on June 3, 2016

ERISA experts break down what advisors should know about the final rule. Also in this issue, strategies to boost Boomers’ confidence, helping clients navigate the cost of college, Franklin Templeton’s 2016 RISE results, and new tools for advisors.

IRI Insight – Spring 2016

Posted on March 17, 2016

Two Social Security claiming strategies will soon end. The IRI Insight details these changes and what advisors should know. Also in this issue, how to leverage social media, changes for tax filing season, and guiding clients through uncertainty.

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