Enhancing Shareholder Experience and Engagement Through E-delivery and Interactive Communications
Defiant against an era of ubiquitous electronic communications, the police force of Odisha, India maintains the world’s last carrier pigeon service...
Integrated Online Platform Optimizes the Investor Experience for Annual Meetings
Annual meeting planning is well underway for many public companies at this time of year. Providing a customized shareholder experience is paramount...
Investment Funds Explore Name Changes as SEC Takes Aim at Greenwashing
Ethical investing has soared in popularity as awareness of environmental, social and governance (ESG) factors has grown among both retail and...
SIFMA’s 2023 Annual Meeting: Fireside Chat with Stephen C. Daffron
A conversation with Stephen Daffron, Chairman & CEO of BetaNXT and Joe Seidel, Chief Operating Officer of SIFMA on the current shifting...
How Consolidating All Tax and Cost Basis Services Boosts Revenue and Reduces Risk
Taxer services are being transformed by real-time, digital data that provides foundation for automated tax reporting and cost basis accounting. The...
Updates to SRD II: Recommendations from the ESMA and EBA Review
Financial regulators in Europe have reviewed the functioning of SRD II, with input from issuers, investors and intermediaries. Areas for improvements...
7 Common Myths About Virtual Annual Meetings Debunked
Virtual shareholder meetings (VSMs) continue to grow in popularity. According to the Harvard Law School Forum on Corporate Governance, the number of...
Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) is continuing to increase the price of First-Class Mail, with an increase in January 2024 following the...
How Retail Investors Can Be a Company’s Best Ally
The first full proxy season following the introduction of Rule 14a-19, which requires the use of universal proxy cards in contested director...
4 Steps to Keep Your Shareholders Engaged Year-Round
One of the biggest ways to engage shareholders is through virtual annual meetings. But what happens the rest of the year?
The Best Ways for Issuers to Reach and Engage Retail Shareholders
Rising numbers of retail investors is a welcome trend for the wealth management industry, but among issuers, it entails a new challenge: how to build...
T+1: Why This Time Feels Different from T+2
Learn the genesis of each shortening of the settlement cycle, why T+1 is an event-driven mandate with a higher degree of complexity, and more.
| January 3, 2024
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
