Latest Stock transfer & unclaimed property articles

July 11, 2016

SSA will commemorate 70 years of history on July 19-22 in Chicago

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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   

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July 15, 2014

Service reviews should be done at least every six months and conduct frank discussions with current and potential agents

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May 29, 2014

The deal is being driven by growing needs of issuers amid accelerating regulatory changes, investor activism and share migration

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April 8, 2014

Revised legislation aims to standardize rules and save companies millions of dollars in non-compliance costs

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March 19, 2014

Senior-level managers and appropriate internal departments need to be on board with investing resources in unclaimed property management

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March 10, 2014

As regulators shift to focus on customer-generated account activity, companies need to aggressively pursue at-risk account holders

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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.

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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. 

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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.

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