Updates & Insights

What can a dynamic Medicare and Medicaid Welcome Kit do for you?

When a new member joins a Medicare Advantage or Medicaid health plan, they often receive a welcome kit first. A...

September 29, 2026 Meagan Strandberg - Field Marketing Manager

A smarter way to build your Management Information Circular

Every spring, Canadian issuers on a December year-end move through the same narrow window. Regulatory requirements and shareholder notice periods...

September 28, 2026 Jason Barnard - Business Development Manager, Canadian Compliance

Toppan Merrill Earns EcoVadis Medals for Sustainability Excellence in EMEA and the United States

NEW YORK and ST. PAUL, Minn., Sept. 14, 2026 /PRNewswire/ -- Toppan Merrill today announced it proudly earned the EcoVadis Platinum...

September 14, 2026 Toppan Merrill

Earning an EcoVadis Medal (or two): Why trust in ESG reporting and EcoVadis recognition matters  

ESG has moved from a reporting requirement to a business priority and core measure of how organizations create value, manage...

September 10, 2026 Chelsi Tryon - Director of ESG

Preparing to draft your circular? Getting started shouldn’t be the hardest part. 

Before the first word of your circular is even drafted, there's another project already underway. Getting every contributor, both internal...

September 1, 2026 Jason Barnard - Business Development Manager, Canadian Compliance

The importance of new member welcome kits for health plans

Welcome kit materials should be driven by the member’s perspective from concept to final product. For government-sponsored plans, you may...

August 25, 2026 Meagan Strandberg - Field Marketing Manager

Registered Offering Reform, revisited: What the new SEC proposal could mean for Closed-End Funds and BDCs

Although the proposals are primarily focused on operating companies, the offering reform proposal applies to some entities that fall under...

August 19, 2026 Gordon Ruckdeschel - Vice President, Compliance Services and Funds

Beyond the Fund Name: Understanding the SEC’s updated Names Rule

Under the revamped Names Rule, if a fund’s name suggests a focus on a particular asset type, industry or strategy,...

August 17, 2026 Guy Stanzione - Director, SEC Compliance Services

The end of copy-and-paste. Connect Excel® directly to your proxy. Update in real-time.

Manually entering or copying and pasting data into a proxy statement introduces unnecessary risk and consumes valuable time across your...

August 12, 2026 Todd Gruber - Director of Technical Sales

E-Delivery as the default: An inside look at the SEC’s proposal

The SEC’s proposed Regulation E-Delivery could change how investor communications are delivered. The proposal would allow e-delivery as the default...

August 11, 2026 Guy Stanzione - Director, SEC Compliance Services