News Release

 

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2014 News Releases
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2013 News Releases
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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 April 11, 2014