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article Asset Recovery

Unclaimed Property: Don't Let Your Lost Assets Languish

Monday, August 29, 2022

Getting separated from your assets is not as unusual as you might think. In fact, it happens to the tune of millions and millions of dollars every year.

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80622EQUS How To Engage Millenials ESPP Blog Post V32
article Equity Plan Solutions

Spell Out Your ESPP to Millennials and Gen Z Early

Wednesday, March 30, 2022

Is your ESPP the stepping stone to more financial security?

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article Equity Plan Solutions

9 Ways to Boost ESPP Participation

Thursday, March 24, 2022

Companies that offer employee stock plans gain dedicated, motivated employees who are working toward a joint goal of company growth.

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article IPO/SPAC

What to Know Before You IPO

Wednesday, November 24, 2021

Going public is an exciting step for your company, but if you've never been through an initial public offering before (and most people haven't), the process can be daunting. Fortunately, you don't have to go through it alone.

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article Transfer Agent

What Is A Transfer Agent?

Friday, October 8, 2021

Don't know what a transfer agent is? You're not alone. Millions of shareholders who interact with transfer agents regularly don't know who we are or what we do. Here's a quick look into the world of a transfer agent.

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article Asset Recovery

Five Steps to Escheatment

Friday, September 24, 2021

Escheatment is the process of identifying "abandoned property” and, in accordance with state laws, turning any eligible assets over to the state. What's so complicated about that?

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