Investor communications insights for brokers, issuers and funds

2020 Proxy Guide Is Now Available for Corporate Issuers

Conducting an annual meeting is much more than a requirement to meet complex regulatory obligations. It is an opportunity to effectively communicate with and engage your shareholders so they participate...
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Ransomware Attacks are Rising and Have Emerged into an Industry

According to a recent article in The New York Times, new data from security companies shows a dramatic escalation in the number of recent ransomware attacks that are crippling businesses and cities. While...
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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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