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 ...

Rule 206(4)-6 under the Investment Advisers Act requires a registered investment adviser with proxy voting authority to adopt policies and procedures reasonably designed to ensure that proxies are ...

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 ...

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 ...

Proxy voting is a key responsibility of all fiduciaries. Why in particular should conservatives, and especially traditional worshippers, take care with that responsibility? Because in an era of ...

JPMorgan's asset and wealth management unit is dropping proxy advisors for shareholder voting in the US. In place of external human advisors, the bank is launching an in-house AI tool. The tool, named ...