EQ Views

What is Proxy Solicitation?

Thursday, May 25, 2023

Learn more about the growing importance of proxy solicitation firms and what they do.

Transfer Agent

New Client Transition Guide: Streamlining Your Onboarding Process

Tuesday, April 18, 2023

This comprehensive guide provides valuable insights and step-by-step instructions to help you streamline the onboarding process for new clients. From setting expectations to establishing effective communication channels, it covers essential strategies for a successful transition.

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.

Q1 Ownership Intelligence Report

Friday, June 17, 2022

Our latest ownership intelligence report on Q1 ETF fund flows is now available. Learn about Q1 flows, flows relative to AUM, equity flows by cap, and price change of comparable S&P 500 sector.

80622EQUS How To Engage Millenials ESPP Blog Post V32

Equity Plans

Spell Out Your ESPP to Millennials and Gen Z Early

Wednesday, March 30, 2022

Is your ESPP the stepping stone to more financial security?

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.