Our Primer On The “Proxy Committee Ballot” – And Why You Need To Have One
We have been planning to write this article - and add it to our series on “The Basics” - for a very long time…But midproxy season a reader called to ask, “Do you have a sample of a Master Ballot? My client is engaged in a proxy contest, and I know we need one, but I...
Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware. Senate Bill 258 (SB 258) was signed into law by the...
Highlights From The Society And SSA Annual Conferences
You may have noticed that this issue of the OPTIMIZER is way late, as our 2nd Quarter issue usually is – so we can report a few highlights of the industry’s two best conferences…
“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”?
The Death Of Retail Investing: Should You Care?
In our second quarter issue we noted the growing number of retail investors who believe our securities markets are being run for the sole benefit of short-term traders and speculators—and who have, as a consequence, been exiting the stock markets in droves.
Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware.
Updates On The State Of Abandoned Property With Fresh Information On ‘The Protectors Becoming Predators’
From Bob Irvine: President, and Jennfer Borden: Executive Vice President/General Counsel of UPRR
Wells Fargo Shareowner Services
Interviews With Two Long-Term Clients Of Wells Fargo Shareowner Services
Drips Alive, And Mostly Well Despite Rumors Of The Death Of Retail Investing…
An interview with Chuck Carlson, Editor of the DRIP Investor magazine
Really Reaching Out To Individual Investors…
The Game Really Is Worth The Candle, As Our Panel Of Expert Practitioners And Innovators Will Prove
Podcast Alert: Annual Meeting Season 2026 — Expert Advice from Carl & Peder Hagberg
Carl and Peder Hagberg of The Shareholder Service OPTIMIZER join Meredith Ervine from TheCorporateCounsel.net to discuss proxy season risks, virtual meetings, and shareholder engagement for 2026.
Listen to hear their insights on this year’s annual meeting season.