The Evolution of Shareholder Communications
Russ Alan Prince of Financial Advisor Magazine and Sherry Moreland from BetaNXT discuss the digitization of information flow between advisors and...
Issuers
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...
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...
The ABCs of the New Universal Proxy Rule
In November 2021, the Securities and Exchange Commission (SEC) approved a new rule that requires organizations to share proxy cards for contested...
Mediant's Guide to the Beneficial Shareholder Voting Process
How well do your retail brokerage clients understand their rights as shareholders and the voting process for exercising them?
Demystifying the De-SPACing Process
Transactions utilizing special purpose acquisition companies (SPACs) are more popular than ever. In the first four months of this year, SPACs, also...
| July 9, 2024
For this podcast, Stephen C. Daffron talked with The San Francisco Experience about the significance of data transparency and interconnected data, and how the modern investor is shaping the demand curve.
