Aug 18, 2010 | 2010, 2010 Q1, Annual Meetings, Issues, Proxy
This year we are paying much closer attention to the proxy packages we receive than we ever did before. And we know we’re far from alone here, although how carefully most other individual investors will attend to these matters…
Aug 17, 2010 | 2010, 2010 Q1, Issues, Mailing Specialists, Proxy, Transfer Agents
Long before the Broadridge entry onto T-A-turf – for roughly 20 years in fact – transfer agents have been protesting the “lock” that Broadridge has on the street-side proxy distribution and tabulation business.
Aug 17, 2010 | 2010, 2010 Q1, Issues, Transfer Agents
Every year around this time – for 16 years now – we’ve been reporting on the “T-A Merry-Go-Round”, which has been whirling faster and faster every year – at least where the competitive scene is concerned.
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Issues, Proxy
It’s still early-days as we write this, but a few trends are emerging that seem worth a mention
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Best & Worst Practices, Issues, The Basics
Last year, we attended the meeting of a long-term client where we were shocked! Shocked!…to see more women wearing hats and gloves – and more men carrying hats – than we have seen in one place since the 1950s.
Aug 15, 2010 | 2010, 2010 Q1, Activist Investors, Annual Meetings, Issues, Proxy, Virtual Meetings
Guess what? It’s been nine years since the first “virtual only” annual meeting…at Inforte…
Aug 14, 2010 | 2010, 2010 Q1, Compliance & Ethics, Issues, Transfer Agents
An Interim Rreport On Virtual Annual Meetings A reader emailed us after our last issue to ask why we haven’t been covering the Cost-Basis Reporting scene…after lots of earlier coverage, where we correctly predicted that there was absolutely no way it could be enforced...
Aug 14, 2010 | 2010, 2010 Q1, Compliance & Ethics, Issues, Transfer Agents
Thanks to reader Tom Montrone, the President of Registrar & Transfer Company, for reminding us of yet another issue that’s flown beneath the usual radar screens but which, we predict, may well burst from the blue to harass T-As and their clients. So far, only two...