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Mutual Funds

EQ Insights Podcast Series: Episode #1, Closed-End Fund Activism

Thursday, February 22, 2024

Closed end fund activism has been on the rise. What is the main motivation for activist investors and how can their activism be properly addressed? Listen to episode one of the EQ Insights Podcast Series!

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article Equity Plan Solutions

Upcoming Changes to W-9 Certification

Monday, February 12, 2024

Learn more about key IRS updates to Form W-9, including new requirements for flow-through entities.

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article Transfer Agent

Best Practices for Virtual Annual Meetings

Monday, February 12, 2024

After hosting hundreds of virtual annual meetings, we’ve identified what sets companies up for the most success.

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article Ownership Intelligence

A Spotlight on EQ’s Ownership Intelligence Services

Monday, February 12, 2024

As ownership experts, we lead the industry in providing robust, data-driven investor intelligence.

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video Corporate Proxy

A Leader in Strategic Advisory and Proxy Solicitation

Tuesday, December 5, 2023

D.F. King has been a leader in strategic advisory and proxy solicitation for over 80 years.  Our experienced team, delivery of customized strategic approaches and powerful data-driven analytical tools all aim to provide your clients with valuable insights for better managed events and favorable outcomes.

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Transfer Agent

T+1: Everything you need to know to manage the 2024 change

Tuesday, November 14, 2023

The upcoming shift in market settlements from T+2 to T+1 continues to be a priority for everyone in the industry, due to take effect in May 2024.

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