Cut Cost And Reduce Risks: Too Good To Be True?
Our Top-Two Mega-Money-Saving/Risk Reduction Tips For 2014… Both Of Them Easy To Implement To Boot!
Computershare: Looking Ahead
An Interview With Jay McHale, President US Equity Services, Computershare
2012 Transfer Agents
Our Top Tips And A List Of Resources For Issuers Looking To Make Sense Of Industry Turmoil
5 Strategic Questions To Ask Your Transfer Agent Before Renewal
by Peter Breen,General Manager, Broadridge Corporate Issuer Solutions
Computershare: Earning Its Clients’ Business Everyday
An Interview With Jay McHale, President, US Equity Services, Computershare Every year around this time, The Optimizer interviews Jay McHale, the President of Computershare US Equity Services, about what has been going on at Computershare and what clients can expect in...Wells Fargo Shareowner Services
Interviews With Two Long-Term Clients Of Wells Fargo Shareowner Services
Number-Two Transfer Agent Computershare Set To Acquire The BNY-Mellon Business, The Country’s Largest By Far
A Major Game-Changer, For Sure, Though Far From The End-Game, We Predict
Wells Fargo Shareowner Services
An Interview With Todd May
Meanwhile, Some T-As Agitate To Compete Against Broadridge For Some Of Their Gigantic Proxy Distribution And Tabulation Business; Most, We Think, Have Missed That Boat Entirely:
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.
Yikes! The Transfer Agent Merry-Go-Round Has Been Whirling At A Faster And More Furious Pace Than Ever
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.
Transfer Agents: Gotta Have’em… Gotta Love’em
Sometimes it seems that the OPTIMIZER picks on transfer agents a lot – as lots of public companies seem to do too these days. Partly it’s because it’s such a tough business to run well in the best of times.
Transfer Agents Are Facing Multi-Million Dollar Investments To Be Ready For Cost-Basis Reporting… And Perhaps, For More Backup Withholding By Money-Starved State Governments
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...And… As If Those Poor T-As Don’t Have Troubles Enough, How About State-Mandated Backup Withholding From Dividend And Interest Checks?
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...Wells Fargo Shareowner Services
An Interview With Todd May
Computershare: Full Service Under One Roof
An Interview With Jay McHale, President, US Equity Services, Computershare
“Small” And “Mid-Sized Transfer Agents” – And A Quick Look At The “Biggies” Too
We’ve been expecting to have at least one really big story about Transfer Agency consolidation for well over six months now. But in the meanwhile, we’ve been amazed at how many questions we’ve been getting from issuers about “small transfer agents”.
Wells Fargo Shareowner Services
An Interview With Katie Sevcik And Deb O’Donnell
Oh, Oh… Get Out The Tranquilizers… It’s Time To Report On Our Annual Tax-Season Stress Test Of Transfer Agent Call Centers
Heaven help us, we were so stressed out with our own regular work we almost for got to take the tax-season stress test this year.
Sad as your editor was to see a scheduled proxy fight disappear unexpectedly, along with all the excitement such events bring…not to mention the paycheck…
Heaven help us, we were so stressed out with our own regular work we almost for got to take the tax-season stress test this year.
We Want To Get Bigger By Being Better. We’re Not Believers In The Idea That You Can Somehow Get Better Simply By Getting Bigger.
An Interview with Todd May, of Wells Fargo Shareowner Services
Computershare – Committed To Service Excellence
An interview with Jay McHale, President, US Equity Services, Computershare
