Research and Education

IRI provides industry-leading research and educational resources to help financial professionals better understand retirement issues and the insured retirement marketplace.

NewsFeed View All

New Book Shares Inspiring Stories of Women Overcoming Financial Challenges

Posted on January 10, 2017

IRI President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” is now available to download for free at IRIonline.org.

Holistic Retirement Planning on the Horizon

Posted on December 20, 2016

A new IRI report forecasts that more advisors will embrace holistic retirement planning with a focus on income-generating strategies, as they try to address strong demand for lifetime income while adding value to the client-advisor relationship.

IRI and Fiduciary Benchmarks Announce New Tool to Evaluate Benefits and Fees for IRA Recommendations

Posted on December 19, 2016

IRI and Fiduciary Benchmarks announced a new IRA tool for financial advisors to gather and evaluate client information to recommend retirement products and services that are in the client’s best interest.