Updates & Insights

Rethinking SLAs in member communications: speed and automation

Meeting tight CMS deadlines: Why SLAs and automation matter more than ever In healthcare communications, missing a deadline isn’t just...

Meagan Strandberg - Field Marketing Manager

October 22, 2025

Health Plans

Accessibility for Canadian corporate compliance documents

Regulatory disclosure document accessibility is a strategic advantage to engage your investors and customers, expand your reach, maintain brand reputation...

Jason Barnard - Business Development Manager, Canadian Compliance

Gary Iverson - Global Composition and Accessibility Director

October 16, 2025

Corporate Compliance

ETF issuer interest remains high even as challenges persist

Exchange Traded Funds (ETFs) have been a hot topic for years, with the discussion accelerated by the interest to expand...

Guy Stanzione - Director, SEC Compliance Services

September 25, 2025

Financial Services Investment Company Compliance

Securities Act of 1940: Rules and requirements summary

The investment company industry relies on clear, consistent disclosures to meet the ’40 Act regulatory requirements. This guide outlines the...

Guy Stanzione - Director, SEC Compliance Services

September 24, 2025

Financial Services Investment Company Compliance

Alternate Formats and Translations: A new era for health plans in compliance and efficiency

As CMS regulations become stricter and member expectations for personalized, accessible communications rise, health plans face mounting pressure to deliver...

Meagan Strandberg - Field Marketing Manager

September 10, 2025

Health Plans

Podcast: MIC trends to watch: Advancements and innovations for 2026 [7:26]

On The Dot (episode 11) - A conversation with MIC expert Jason Barnard as he shares key trends to elevate...

Jason Barnard - Business Development Manager, Canadian Compliance

August 28, 2025

Corporate Compliance

End the manual updates: Directly link Excel® into your IPO prospectus

Manually entering and/or copying and pasting data into an IPO prospectus introduces risk and inefficient use of working group members’...

Mike Schlanger - Vice President, Solution Sales

August 28, 2025

Capital Markets

Navigating the compliance landscape for Investment Management Companies

The Investment Company Act of 1940 requires mutual funds to submit prospectuses, shareholder reports, and Form N-PX filings with the...

Toppan Merrill

August 26, 2025

Financial Services Investment Company Compliance

Automating Common Content: The Smart Way to Draft

Are you playing "Find and Replace" roulette with your critical documents? When drafting an IPO prospectus, few tasks are as...

Mike Schlanger - Vice President, Solution Sales

August 21, 2025

Capital Markets

Podcast: Simplifying the annual proxy planning process [12:59]

On The Dot (episode 10) - A conversation with Proxy expert Mike Spelman discussing how issuers can simplify annual meeting...

Mike Spelman - Director, Proxy Solutions

August 20, 2025

Corporate Compliance