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Broadridge Financial Solutions, Inc. is a public corporate services and financial technology company founded in 2007 as a spin-off from management software company Automatic Data Processing. Broadridge supplies public companies with proxy statements , annual reports , and other financial documents, as well as shareholder communications ...
Putnam Investments. Putnam Investments is an investment management firm founded in 1937 by George Putnam, who established one of the first balanced mutual funds, The George Putnam Fund of Boston. Headquartered in Boston, Massachusetts, it has offices in London, Tokyo, Frankfurt, Sydney, and Singapore. [ 2] Putnam is currently a subsidiary of ...
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Knights of Columbus. The Knights of Columbus ( K of C) is a global [ 1] Catholic fraternal service order founded by Blessed Michael J. McGivney on March 29, 1882. [ 2][ 3] Membership is limited to practicing Catholic men. [ 4] It is led by Patrick E. Kelly, the order's 14th Supreme Knight. [ 4][ 5] The organization is named after the explorer ...
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Institutional Shareholder Services Inc. ( ISS) is a proxy advisory firm. Hedge funds, mutual funds and similar organizations that own shares of multiple companies pay ISS to advise (and often vote their shares) regarding share holder votes. As the leading firm in the industry, ISS commands a 48 percent market share as of 2021, with its nearest ...
With the right marketing strategy, financial advisors can attract and convert prospects and even re-engage existing clients, turning them into regular sources of referrals. The first rule of ...