July 11, 2016
SSA will commemorate 70 years of history on July 19-22 in Chicago
July 17, 2014
As increasingly aggressive contract auditors target more firms for property escheatment, firms must seek proper counsel to know how much data to provide
July 15, 2014
Service reviews should be done at least every six months and conduct frank discussions with current and potential agents
May 29, 2014
The deal is being driven by growing needs of issuers amid accelerating regulatory changes, investor activism and share migration
April 8, 2014
Revised legislation aims to standardize rules and save companies millions of dollars in non-compliance costs
March 19, 2014
Senior-level managers and appropriate internal departments need to be on board with investing resources in unclaimed property management
March 10, 2014
As regulators shift to focus on customer-generated account activity, companies need to aggressively pursue at-risk account holders
December 17, 2013
Consolidation has been the big challenge for transfer agents over the last decade. Firms must now transition to a new business structure that allows them to be profitable without causing undue risk to clients and shareholders.
August 13, 2013
The Shareholder Services Association (SSA) conference, held July 16-19, highlighted challenges issuers faced in 2013 as they dealt with shareholder needs.
July 15, 2013
The Shareholder Services Association (SSA) will hold its 2013 Annual Conference at the Stowe Mountain Lodge in Stowe, Vermont, on July 16-19.