Blog | Page 2 of 24 | Toppan Merrill

Beyond Fund Name_Understanding the SECs updated Names Rule

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

The end of “Find and Replace”. Automate common content updates in your proxy. Meet Smart Content in Quinn.

Proxy statement drafting teams spend significant time updating, then validating, repeated language throughout the proxy statement. They recognize that every...

August 7, 2026 Todd Gruber - Director of Technical Sales

Beyond SEC compliance: Building a smarter document accessibility program

Accessibility has evolved beyond a compliance requirement. As organizations expand digital communications and increase electronic delivery, accessibility has become an...

August 6, 2026 Gary Iverson - Global Composition and Accessibility Director

Delegation oversight: Why communication matters as much as accountability

Effective delegation oversight requires more than contracts and reporting. Learn how health plans can strengthen compliance, reduce operational risk, and...