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Helping public companies and their suppliers deliver better and more cost-effective programs since 1994

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  1. The Death Of Retail Investing: Should You Care?

    Article

    2012 Q3
  2. “Buy And Hold” Investing Dying, Or Maybe Dead? Let’s Check With The Grandkids

    So What Can We Learn Here About The “Buy And Hold Model”?

    Article

    2012 Q3
  3. Highlights From The Society And SSA Annual Conferences

    Article

    2012 Q2
  4. The Shareholder Services Association... Are You A Member? If Not, Why Not?

    Article

    2011 Special Supplement
  5. When The Protectors Of Abandoned Property Become The Predators… What Should Public Companies Be Doing??

    An Interview With Bob Irvine, President And Jennifer Borden, Executive Vice President & General Counsel, Unclaimed Property Recovery And Reporting, LLC

    Article

    2011 Special Supplement
  6. Keane Leads The Way

    Article

    2011 Special Supplement
  7. Quick Review Of The 2011 Financial Markets 

    And A Quick Look At The Potential Impact, Going Forward, On A Public Company’S Key Service Providers

    Article

    2011 Q4
  8. Tales From The Crypt

    Horror Stories About The Perils Of Holding Abandoned Property From The Optimizer’s Story Vault… All Of Them Absolutely True.

    Article

    2010 Special Supplement
  9. From States “Reaching Out” To Shareowner “Out Reach”

    “To reverse the detrimental effects of these state ‘reach out’ initiatives, issuers and transfer agents must be proactive in maintaining shareowner contact to curtail securities escheatment.”

    Article

    2010 Special Supplement
  10. Escheat Due Diligence: The Value Of Staying Connected

    By John Carney, Unclaimed Property Recovery and Reporting, Inc.

    Article

    2009 Special Supplement