Making Sense of Corporate Shareholder Communications for Clients
Chris Nobles, in WealthManagement.com’s 2025 Midyear Outlook, highlights that modern technology streamlines shareholder communications, increasing...
Shareholder Engagement
Enhancing Shareholder Engagement: How Digital Meetings Foster Inclusivity and Accessibility
In recent years, the way companies hold annual meetings has undergone a major transformation, with many shifting from traditional in-person...
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...
Two Ways to Avoid Mailing Delays and Cost Increases to Shareholder Communications
The United States Postal Service (USPS) has been periodically increasing the price of First-Class Mail, reflecting ongoing changes in operational...
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...
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...
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...
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?
SEC Insider: New SEC Rules for Universal Proxy Cards
In SEC Insider by DFIN, Jean Luther, Mediant Director of Compliance, and Ron Schneider, DFIN Director of Corporate Governance Services, discuss...
Tracking Decision-Makers' Views and Progress on Data Modernization
BetaNXT recently surveyed nearly 250 decision-makers in the investment and wealth space, exploring their perspectives, priorities and challenges in achieving data modernization.
