News Release

 

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2014 News Releases
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2013 News Releases
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Broadridge’s Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers
August 20, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that Christopher J. Perry will join Broadridge as President of Global Sales, Marketing and Client Solutions in September. In his new role, Mr. Perry will report to Richard J. Daly, Broadridge’s President and CEO.

 

Broadridge’s Matrix Financial Solutions Launches ModelTool(k)it for Financial Advisors and Retirement Plan Providers
August 18, 2014

Matrix Financial Solutions, Inc. (Matrix), a Broadridge Financial Solutions, Inc. (NYSE:BR) company, today announced the release of its ModelTool(k)it solution that effectively manages portfolio models of recommended mutual funds and ETFs within a 401(k) plan.

 

Broadridge Signs MOU with Taiwanese Depositary to Cooperate with StockVote System
August 14, 2014

Broadridge Financial Solutions, Inc., (NYSE:BR) a leading provider of technology-driven solutions for financial firms and corporate issuers globally, has reached an agreement with the Taiwanese central depository, Taiwan Depository & Clearing Corporation (TDCC), to establish direct links with the TDCC’s new electronic voting system for Taiwanese shareholder meetings, StockVote.

 

Technology Use in 2014 Proxy Season Hits All Time High
August 13, 2014

Technology-solutions for investor communications and proxy voting contributed to record savings for corporate issuers in the 2014 proxy season, reported Broadridge Financial Solutions, Inc.

 

Broadridge Reports Fourth Quarter and Fiscal Year 2014 Results
August 7, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the fourth quarter and fiscal year ended June 30, 2014.  Results for the fiscal year ended June 30, 2014 compared with the same period last year were as follows:

 

Financial Industry’s Focus on Transparency Drives Continued Momentum at Broadridge’s Matrix Financial Solutions
August 4, 2014

Matrix Financial Solutions, Inc., a Broadridge Financial Solutions, Inc. (NYSE:BR) company, today announced that Southwest Securities and Summit Brokerage Services have implemented its complete broker/dealer (BD) platform to increase visibility and provide their advisers with a competitive advantage to meet client needs and grow their businesses.

 

RIAs See 12% Growth in Long-Term Mutual Fund & ETF Assets in First Half of 2014, According to Broadridge
August 1, 2014

Registered investment advisors (RIAs) increased long-term mutual fund and ETF assets under management by more than 12 percent in the first half of 2014, signifying the first time the channel grew at a faster pace on a percentage basis than all other retail channels, including independent broker-dealers (IBDs), according to new data released today by Access Data, a Broadridge Financial Solutions, Inc. (NYSE:BR) company.

 

Broadridge to Webcast Fiscal Year 2014 Earnings Release Conference Call on August 7, 2014
July 24, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the fourth fiscal quarter and fiscal year ended June 30, 2014, before the opening of the New York Stock Exchange on Thursday, August 7, 2014.

Broadridge’s Matrix Financial Solutions to Address Challenges and Opportunities Facing Financial Services Professionals at Get Connected 2014
July 21, 2014

Matrix Financial Solutions, Inc., a Broadridge Financial Solutions, Inc. (NYSE:BR) company, today announced the keynote speaker lineup and other highlights for its upcoming 14th Annual Get Connected Conference August 17-20, at the Keystone Conference Center in Keystone, Colorado.

 

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Broadridge Investment Management Solutions Unveils New Mobile, Web-Based Reporting Tool
July 14, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today expanded its set of dynamic, cutting-edge solutions for the buy side with the launch of Report Manager.

A consolidated, web- and mobile-based reporting solution, Report Manager delivers access to information on portfolio activity, holdings, fund profitability, market exposure, risk, performance and operational indicators such as numbers of reconciliation breaks.

 

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New ProxyPulse Report Reveals Decreased Shareholder Support for Executive Compensation
June 26, 2014

Shareholder support for executive compensation plans has declined in 2014 at mid-cap, small-cap and micro-cap companies, evidenced by the latest edition of ProxyPulse™, the joint publication from Broadridge Financial Solutions, Inc. (NYSE:BR) and PwC’s Center for Board Governance.In an analysis of 2,788 shareholder meetings held between January 1 and May 22, Broadridge and PwC found that say-on-pay proposals failed to receive majority support at 72 companies - compared to 54 companies in 2013.

 

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Broadridge and Doxim Partner to Bring Smart Statements to Canadian Financial Services Firms
June 24, 2014

Broadridge Financial Solutions, Inc., the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and corporate issuers globally, and Doxim, leading provider of customer communications management technology including automated client onboarding, cloud-based enterprise content management and advanced document processing solutions for financial services providers, today announced that they have partnered to deliver an end-to-end Smart Statement Solution to the bank, broker-dealer and asset management marketplace.

 

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Broadridge Expands Multi-Asset Processing Footprint by Increasing Derivatives Coverage
June 12, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) a leading provider of technology-driven solutions for financial firms and corporate issuers globally, has further expanded its reach in the multi-asset post-trade processing space by extending its investments in exchange-traded derivatives technology.

 

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Broadridge and Pitney Bowes Launch New Interactive Technology Platform, Inlet™, To Drive Paperless Adoption
June 9, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR)  and Pitney Bowes Inc. (NYSE:PBI) today announced the formation of a joint venture and launch of a technology platform named Inlet™ that will make it easier for companies to distribute statements, bills and other documents to consumers via participating online channels.

 

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Broadridge President and CEO to Present at the Sandler O’Neill Global Exchange and Brokerage Conference
May30, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Richard J. Daly, President and Chief Executive Officer, will present at the Sandler O’Neill Global Exchange and Brokerage Conference on Wednesday, June 4, 2014, at 3:00pm ET. 

 

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Broadridge Announces New Chief Financial Officer
May27, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR)  announced today that James M. Young has been appointed the company’s Chief Financial Officer and Corporate Vice President effective June 23, 2014.

 

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Broadridge Recognized for “Best Managed Service for Reference Data” for Second Consecutive Year
May22, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today announced that it has received the award for “Best Managed Service for Reference Data” at the 2014 Inside Reference Data Awards.

 

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Broadridge President and CEO to Present at the 42nd Annual J.P. Morgan Global Technology, Media and Telecom Conference
May 13, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Richard J. Daly, President and Chief Executive Officer, is scheduled to present at the 42nd Annual J.P. Morgan Global Technology, Media and Telecom Conference on Monday, May 19, 2014, at 2:20pm ET, to be held at the Westin Copley Place in Boston. 

 

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Broadridge Named One of the Best Companies to Work for in New York State for the Seventh Consecutive Year
May 12, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that it has been named one of the Best Companies to Work for in New York State. This marks the seventh consecutive year that Broadridge received this distinction and it is one of only four companies that have been recognized each year since the program’s inception.

 

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Broadridge Reports Third Quarter 2014 Results
May 9, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the third quarter of its fiscal year 2014.  Results for the three months ended March 31, 2014 compared with the same period last year were as follows:

 

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Broadridge Declares Dividend
May 6, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that its Board of Directors has declared a quarterly cash dividend of $0.21 per share.

 

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New ProxyPulse Reports Increasing Shareholder Activism, Pressure on Corporate Directors
April 30, 2014

Increased shareholder activism, decreased support for smaller company directors and increased retail investor ownership of public companies are some of the key findings of the 2014 first edition of ProxyPulse™, the joint publication from Broadridge Financial Solutions, Inc. and PwC’s Center for Board Governance. 

 

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Third-party Distribution of Long-term Mutual Fund & ETF Assets Reach $8.8 Trillion in Q1 2014 Driven by Retail Focused Distribution Channels, According to Broadridge
April 30, 2014

Total third-party long-term mutual fund and exchange traded fund (ETF) assets under management (AUM) totaled $8.8 trillion in the first quarter of 2014, surpassing the total for the fourth quarter of 2013 by 3.3 percent and increasing 12.6 percent from the first quarter of 2013, according to new data released today by Access Data, a Broadridge Financial Solutions, Inc. (NYSE:BR) company.

 

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Reducing Trade Execution Expenses and Gaining Transparency are Top of Mind for Leading Global Banks, according to Broadridge
April 28, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today released findings from a series of quarterly roundtables where operations, finance and technology professionals from leading global banks discussed key challenges and best practices in trade expense management.

 

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Broadridge to Webcast Third Quarter Fiscal Year 2014 Earnings Release Conference Call on May 9, 2014
April 23, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the third fiscal quarter ended March 31, 2014, before the opening of the New York Stock Exchange on Friday, May 9, 2014.

 

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Broadridge Awarded Second Patent for Portfolio-Specific Printing Technology
April 9, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), the financial services industry’s leading provider of investor communications services, announced recently that it has bolstered its intellectual property portfolio with the addition of U.S. Patent No. 8,396,785 (“the ‘785 Patent”), the second patent issued by the U.S. Patent and Trademark Office (“USPTO”) in the patent family directed to Broadridge’s novel portfolio-specific printing technology.

 

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Broadridge Introduces a New Global Collateral Management Solution
April 8, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, today announced the launch of CollateralPro™.

 

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Bonaire Enhances SaaS Offering for Asset Managers
March 20, 2014

Bonaire, a Broadridge Financial Solutions, Inc. (NYSE:BR) company and leading provider of revenue and expense management software solutions for asset managers, mutual funds and capital markets firms, today announced the migration of their SaaS (Software as a Service) solution to the Broadridge hosting environment. 

 

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Broadridge and Lombard Risk form Strategic Alliance in the Collateral Management Sector   
March 13, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, together with Lombard Risk Management plc, (LSE:LRM), a leading provider of integrated collateral management, regulatory compliance and reporting solutions, today announced they have formed a global alliance to address changing industry needs in the collateral management sector.

 

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TCW Strengthens Institutional Revenue Management and Fee Billing with Bonaire Solution
March 6, 2014

Bonaire, a Broadridge Financial Solutions, Inc. (NYSE:BR) company and leading provider of software solutions for asset managers, mutual funds and capital markets firms, today announced that The TCW Group has selected its revenue and expense management solution to streamline and automate its institutional fee billing.

 

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Broadridge Delivers JASDEC 2014 Market Change Upgrade
March 5, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that implementation of its upgraded JASDEC processing and connectivity solution suite in Japan is complete.

 

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Broadridge to Provide Clients with the Industry’s Most Comprehensive View of the Defined Contribution Marketplace
February 26, 2014

Broadridge Financial Solutions (NYSE:BR) today announced an agreement with Pension Data Resources, Inc. (PensionPlanet.com), a leading provider of Retirement and Health & Welfare Plan Sponsors data, to provide Broadridge clients with detailed information about plan sponsors found in publically reported DOL/IRS Forms 5500.

 

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Broadridge Acquires Financial Advisor Solutions Provider Emerald Connect
February 26, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), the leading technology-driven solutions provider for financial services firms globally, today announced it has acquired Emerald Connect, LLC, a leading provider of websites and related communications solutions for financial advisors, from StoneRiver Group, L.P. for $60 million in cash, excluding adjustments for net working capital acquired.

 

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Broadridge Expands Central and Eastern European Footprint by Centralizing Reconciliations Processing for Raiffeisen Bank International
February 25, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today announced that Vienna-based Raiffeisen Bank International AG (RBI), a leading Central and Eastern European bank, has implemented Broadridge’s PROactive Reconciliation Solution across six of the bank’s regional subsidiaries to fully automate reconciliation processing.

 

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Broadridge Reports Second Quarter 2014 Results
February 6, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) today reported financial results for the second quarter of its fiscal year 2014.  Results for the three months ended December 31, 2013 compared with the same period last year were as follows:

 

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Broadridge Announces Dan Sheldon Stepping Down as Chief Financial Officer
February 5, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR)  announced today that Chief Financial Officer Dan Sheldon, after returning from a leave of absence, has stepped down from his position effective February 5, 2014.

 

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Broadridge Declares Dividend
February 5, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) announced today that its Board of Directors has declared a quarterly cash dividend of $0.21 per share.

 

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Third-party Distribution of Long-term Mutual Fund & ETF Assets Rose 23 Percent to $8.8 Trillion in 2013, According to Broadridge
February 3, 2014

Total third-party long-term mutual fund and exchange traded fund (ETF) assets under management (AUM) increased 23 percent in 2013 to $8.8 trillion, compared to $7.1 trillion in 2012, according to new data released today by Access Data, a Broadridge Financial Solutions, Inc. (NYSE:BR) company.

 

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Broadridge Appoints Industry Veteran Bennett Egeth as President of Expanded Investment Management Business
January 30, 2014

Broadridge Financial Solutions (NYSE:BR), the leading provider of technology-driven solutions for financial services firms globally, today announced that it has appointed Bennett Egeth as President of its newly-expanded Investment Management business.

 

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Top Priorities and Challenges for Asset Managers in 2014 Highlighted in Bonaire Survey
January 30, 2014

Bonaire, a Broadridge Financial Solutions, Inc. (NYSE:BR) company and leading provider of software solutions for asset managers, mutual funds and capital market firms, today released the results of its client survey designed to determine which priorities and challenges are top of mind among U.S. and global asset managers.

 

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Broadridge to Webcast Second Quarter Fiscal Year 2014 Earnings Release Conference Call on February 6, 2014
January 24, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR) is scheduled to release its financial results for the second fiscal quarter ended December 31st, 2013, before the opening of the New York Stock Exchange on Thursday, February 6, 2014. 

 

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Broadridge Delivers Tax Process Automation and Risk Mitigation to BMO Financial Group
January 15, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of investor communications and technology-driven solutions for financial firms and corporate issuers globally, today announced a contractual arrangement with BMO Financial Group (TSX, NYSE:BMO) to help them more efficiently manage their tax reporting requirements while automating data collection, composition, printing and delivery through Broadridge’s Tax Forms Plus system (TFP).  

 

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Gemini Selects Broadridge To Improve Processing Efficiency And Reduce Risk
January 14, 2014

Gemini Fund Services, LLC (Gemini), an engaged partner to independent advisors as a provider of comprehensive, pooled investment solutions, announces that it is integrating the PROactive™ Reconciliation solution from Broadridge Financial Solutions, Inc. (NYSE:BR) onto its platform.

 

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Broadridge Extends Industry-Leading Cost Savings to Canadian Dealers with Fund Facts Early Delivery Approval
January 13, 2014

Broadridge Financial Solutions, Inc. (NYSE:BR), a leading provider of technology-driven solutions for financial firms and corporate issuers globally, announced today that it has received regulatory approval to deliver Fund Facts documents to Investment Industry Regulatory Organization of Canada (IIROC) dealer firms.

 

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Broadridge and The Standard Offer Mutual Fund Partners Visibility into Asset Distribution on Retirement Plan Platforms
January 8, 2014

Broadridge Financial Solutions (NYSE:BR)  today announced that The Standard has selected Access Data, a Broadridge company, to provide DCIO Reporting to fund partners offering products on The Standard’s retirement recordkeeping platform.  

 

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Matrix Financial Solutions Advances Advisor Educational Series to Meet the Needs of Today’s Retirement Plan Professionals
January 7, 2014

Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE:BR) company, today announced the next in its series of advisor educational webinar and in-person training sessions that will bring industry experts and thought leaders together to provide guidance to retirement plan professionals.

 

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email Site Last updated August 21, 2014