Updated Thursday, April 24, 2014 as of 10:29 PM ET
The Institute will launch a financial advisor council this spring, IRI president and CEO Cathy Weatherford said at the organization’s marketing summit in New York City on Monday. The council will be comprised of 16 advisors from around the U.S. drawn from independent, wirehouse and bank wealth management practices. The advisors will serve on a voluntary basis and will be asked to run programs with IRI and provide feedback on how the organization can be more of a resource for advisors. Members of the advisor council will also be invited to speak at IRI conferences on topics such as retirement planning, asset strategies and building lifetime income.
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