When one of the country’s largest financial institutions announced in early January that it would stop using external proxy advisory firms and instead rely on an internal AI system to guide how it ...

Proxy-voting certainly took the spotlight in 2025. We saw the SEC narrow the scope of permissible shareholder proposals toward the beginning of the year. And toward the end, a White House executive ...

The Department of Labor on Wednesday announced that proxy advisory firms that offer advice or recommendations to ERISA-governed plans regarding their shareholder voting rights may be considered ERISA ...

Regulators took on proxy voting in 2025, amid concerns that proxy advisors and large index investors are increasingly opposing management objectives. But our latest research on voting trends by the ...

・Annual reports explain how a company performed last year and where it’s heading. ・Proxy statements outline what shareholders can vote on — from board elections to executive pay. ・Every investor with ...

The Wall Street Journal is reporting that Wells Fargo has adjusted its approach to proxy voting and its use of proxy-advisory services, adding another high‑profile example to the growing trend of ...

The Director of the Securities Exchange Commission (“SEC”) Division of Investment Management (the “Director”) gave remarks this month regarding registered investment advisers (“RIAs”) and their proxy ...