Proxy SolicitationMonday, March 11, 2019
Learn more about the growing importance of proxy solicitation firms and what they do.Read More
EQ 2018 Annual Conference RecapFriday, November 2, 2018
The 2018 Annual Conference provided EQ and industry leaders a platform to deliver
meaningful insight and lead discussions on what lies ahead for financial services and the
transfer agent industry.
Escheatment 101Monday, June 11, 2018
Lost shareholders. Thousands of reports. Changing legislation. Audits. Why is escheatment so complicated? Is your transfer agent doing everything they can? And whose responsibility is it anyway?Read More