Investor communications insights for brokers, issuers and funds

Introducing a New Playbook on How to Conduct a Successful Annual Meeting

According to ESPN writer Elizabeth Merrill, “In the NFL, the playbook is a sacred hardbound diary of trust. It's an accumulation of decades' worth of knowledge, tweaked and perfected, sectioned off by...
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Best Practices for Building Shareholder Engagement in 2020

According to a recent article in Quartz, a global digital business news outlet, more than 50 percent of Americans invested in the stock market in 2019 versus about 30 percent in 1989. This is due in part...
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Drive Higher Shareholder Engagement and Promote Your Brand with Flexible Digital Meeting Platform

The annual meeting is an important opportunity for your management team to update shareholders on company developments, answer their questions and vote on proposals. In-person meetings are often plagued...
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Using Technology to Enhance Client Relationships

Clients look to you for informed investment advice. As a financial advisor, knowing what shareholder communications they receive allows you to answer any questions they might have – before they actually...
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It’s All About the Customer: Putting Investors First

At Blockbuster Video’s peak in 2004, the company had 9,000 stores, 60,000 employees and was valued at $8 billion. But by 2010, the national video-rental chain filed for bankruptcy. How did a company that...
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A California Consumer Privacy Act Overview

Cyber threats and attacks have been evolving and increasing every year. Regulations to protect consumer data have largely failed to keep pace. The most significant – the European Union’s General Data...
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