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About

About Firm Services

Services

All Services Advisory Services Proxy Solicitation Contact Center Investor Intelligence Proxy Logistics Asia Pacific

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Insights & News Contact Client Portal

Newsletters

2021 Proxy Season Early Voting Trends

Jim Miller CFA, CPA

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2021 Proxy Season Preview (April 2021)

Shirley Westcott

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TD Ameritrade Eliminates Discretionary Voting (March 2021)

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BlackRock Releases 2021 Policy Updates

December 14, 2020

Brian Valerio, J.D.

Shirley Westcott

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2021 Proxy Advisor Policy Updates (December 2020)

December 10, 2020

Shirley Westcott

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Webinar Replay: Are We Through the Storm or Still in the Eye? A Look Ahead to the 2021 Proxy Season

December 8, 2020

Brian Valerio, J.D.

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Proxy Season Review (August 2020)

Shirley Westcott

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SEC Proposes to Increase Form 13F Reporting Threshold (July 2020)

Frank E. Testa, CMT

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Proxy Season Preview (April 2020)

Alliance Advisors LLC

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Adopting a Poison Pill is Not the Cure for the Coronavirus (April 2020)

Brian Valerio, J.D.

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Charles Schwab No Longer Utilizing Proportionate Voting (Mar. 2020)

Brian Valerio, J.D.

Tyler Herka

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SEC Updates and Proxy Advisor Policies Give Shape to the 2020 Proxy Season (Dec. 2019)

December 9, 2019

Shirley Westcott

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