Investor communications insights for brokers, issuers and funds

It’s Tool Time! How Technology Simplifies Shareholder Communications Now More Than Ever

“Does everybody know what time it is?” This famous line was uttered at the beginning of every Tool Time episode, a show-within-the-show Home Improvement, the 1990s sitcom starring stand-up comic Tim...
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What Your Annual Shareholder Meeting Might Look Like in the Future

Corporate Secretary recently held a virtual event on “Governance During COVID-19 and Where it Goes Next.” Our President and Chief Operating Officer Sherry Moreland participated on the panel, “Virtual...
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Complexity Hidden in Plain Sight: Regulation Best Interest’s Form CRS Delivery Requirements

By Paul DiBlasi, Product Development lead 
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6 Best Practices for Virtual Annual Meetings

With the rapid move by issuers to adopt virtual annual meetings because of the COVID-19 pandemic, we want to provide best practices, including practical information and legal factors, for companies to...
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Choosing the Right Proxy Voting Solution

We live in a world of data on-demand. Online vendors know our preferences thanks to our shopping history and our smartphones can tell us where we are most likely heading when we step into our cars....
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States Relax Requirements for Digital Shareholder Meetings

We recently shared information about The Securities and Exchange Commission (SEC)’s guidance to help public companies, investment firms, shareholders and other market participants impacted by COVID-19...
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