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New items are regularly added under the News and Issues tab, including to Issue Tracker, a summary of the latest information on the hottest topics, where new items are shown in RED. A recent addition under Industry News is that the SEC has been asked to evaluate the appropriateness of suppression and other fees being charged for investors in separately managed accounts (“SMAs”). It is asserted that these fees should not be charged in circumstances where an investor has delegated proxy voting rights to a broker-dealer or other financial intermediary.
Annual Conference Presentations posted.
Recent additions to our Document Library:
Other Sections
Congratulations to Kevin McCosker in receiving the Tony Fireman award at the 2010 Annual Conference.
SEC news release and fact sheet on SEC "proxy plumbing"
Bio added for our most recent scholarship winner, Patrick Feeney.
Added details re our new eLearning course, Preparing for the Annual Meeting.
New SSA members list updated; added an updated photo of the Board.
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