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Edit request: Infobox

This edit request to A has been answered. Set the |answered= or |ans= parameter to no to reactivate your request.

Hello, I'm here to offer some updates to help make this article current, especially since the article is tagged {{Update}}. First, a little housekeeping. I propose these edits on behalf of Broadridge Financial Solutions through my work at Beutler Ink. As I have in the past, I will keep my Misplaced Pages contributions where I have a financial conflict of interest on Talk pages rather than directly edit entries.

To start off, I've prepared basic updates to the infobox. This is what you'll see in my proposed infobox below:

• I updated Industry to say financial technology
• I updated Founded to reflect when the company began as the brokerage services arm of ADP, and when it became an independent public company
• I added Chairman Leslie A. Brun to Key people
• I added fiscal year 2017 financial figures and employee figures

{{Infobox company
| name = Broadridge Financial Solutions
| logo =
| type = ]
| traded_as = {{NYSE|BR}}<br>]
| foundation = {{unbulleted list|1962 (as brokerage services arm of ])|2007 (as independent public company)}}
| location = ], ]
| key_people = {{Unbulleted list|] <small>(] and Director)</small>|Leslie A. Brun <small>(])</small>}}
| industry = ]
| revenue = ]4.1B <small>(''FY 2017'')</small><ref name="AnnualReport17">{{cite web |url=http://www.broadridge-ir.com/~/media/Files/B/Broadridge-IR/annual-reports/ar-2017.pdf |title=Annual Report 2017 |date=2017 |publisher=Broadridge Financial Solutions |accessdate=9 January 2018}}</ref>{{rp|19}}
| net_income = ]327M <small>(''FY 2017'')</small><ref name="AnnualReport17"/>{{rp|19}}
| equity = ]1.004B <small>(''FY 2017'')</small><ref name="Form10-K-2017">{{cite web |url=http://www.broadridge-ir.com/~/media/Files/B/Broadridge-IR/annual-reports/ar-2017.pdf |title=Form 10-K |date=2017 |publisher=Broadridge Financial Solutions |accessdate=9 January 2018}}</ref>{{rp|55}}
| assets = ]3.15B <small>(''FY 2017")</small><ref name="Form10-K-2017"/>{{rp|28}}
| num_employees = 10,000 <small>(2017)</small><ref name="AnnualReport17"/>{{rp|2}}
| website = {{URL|http://www.broadridge.com}}

Pinging User:SageGreenRider: Since you have added content to the article in the past, I wonder if you would care to review this request. Also pinging User:WestportWiki: You previously updated the logo to the article; I want you to know that Broadridge have provided me with their latest logo, that I will upload soon. When I do, I'll make another specific edit request for that.

I will have a few more edit requests to help update other areas of this article so it remains a useful resource to readers looking for info on Broadridge. In the meantime, can editors please review my infobox updates and make the changes to the live article if things look good? Please ping me here if you have any questions regarding these suggested edits. Thank you in advance, Danilo Two (talk) 21:59, 17 January 2018 (UTC)

Reply to edit request 21-JAN-2018

Y Infobox changes implemented Both PDF's used for the infobox appear to be identical. Was there a reason for the variegation of that document, or may I consolidate it under one reference entry? Please advise. Spintendo ᔦᔭ 09:04, 21 January 2018 (UTC)

Spintendo: Thank you for implementing the edits. As for the PDFs, they are the same. I cited it twice in an attempt to avoid confusion with the page numbers, as the page numbers are reset in the middle of the PDF. For instance, I wanted editors to quickly know that the Revenue and Net income figures appeared on page 19 in the first portion of the PDF, whereas Total assets and Total equity appear on pages 28 and 55 of the second portion of the PDF. Feel free to consolidate if you see fit. Thank you, Danilo Two (talk) 18:09, 22 January 2018 (UTC)

Edit request: History

This edit request has been answered. Set the |answered= or |ans= parameter to no to reactivate your request.

Hello, Below editors will see a draft History section I wrote to be considered as a replacement for the live History. The draft includes all the detail that exists currently, but I have included additional history that is important in understanding Broadridge Financial Solutions. I hope editors will consider this material well-sourced, neutral and encyclopedic.

To highlight some of the additions I'm proposing:

• Broadridge's history as the brokerage services arm of New Jersey-based ADP created in 1962
• The launch of the company's proxy services business
• Other key acquisitions
• Additional detail on its spin off from ADP

Broadridge Financial Solutions was created as the brokerage services arm of New Jersey-based ADP in 1962. The company expanded its U.S. securities processing business in 1979 to include Canadian securities. In 1989, Broadridge launched its proxy services business.

Broadridge expanded in the 1990s through several acquisitions. In 1992, it acquired the Independent Election Corporation of America, which processed proxies, annual reports and other corporate communications. Broadridge bought multi-currency clearance and settlement services company Wilco International in 1995. Forbes reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".

Broadridge bought print centers in Dallas, Texas and Columbus, Ohio in 2001, and in 2002 began on-demand printing.

==History==
Broadridge Financial Solutions was created as the brokerage services arm of New Jersey-based ADP in 1962.<ref name="Morris17">{{cite news |title=FinTech firm Broadridge Financial moving to booming Newark, N.J. |last1=Morris |first1=Keiko |url=https://www.wsj.com/articles/fintech-firm-broadridge-financial-moving-to-booming-newark-n-j-1488320189 |newspaper=] |date=28 February 2017}}</ref> The company expanded its U.S. securities processing business in 1979 to include Canadian securities.<ref>{{cite report |date=24 April 2015 |title=Broadridge Financial Solutions, Inc. |publisher=MarketLine |quote=In 1979, the company expanded its securities processing solutions in the US to process Canadian securities.}}</ref> In 1989, Broadridge launched its proxy services business.<ref>Ibid. "BROADRIDGE started providing proxy services in 1989".</ref><br/>

Broadridge expanded in the 1990s through several acquisitions. In 1992, it acquired the Independent Election Corporation of America, which processed proxies, ]s and other ].<ref>Ibid. "BROADRIDGE acquired the Independent Election Corporation of America, a company that processes proxies, annual reports, and other corporate communications to beneficial owners of securities held in street name by financial institutions, and broadened its proxy services business in 1992".</ref> Broadridge bought multi-currency clearance and settlement services company Wilco International in 1995.<ref>Ibid. "In 1995, the company acquired London-based Wilco International, a provider of multi-currency clearance and settlement services".</ref> '']'' reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".<ref name="Schaefer13">{{cite news |title=The broad reach of Broadridge, the most important financial firm you've never heard of |last1=Schaefer |first1=Steve |url=https://www.forbes.com/sites/steveschaefer/2013/10/30/the-broad-reach-of-broadridge-the-most-important-financial-firm-youve-never-heard-of/#55f2e62133e0 |newspaper=] |date=30 October 2013 |accessdate=8 November 2017}}</ref><br/>

Broadridge bought print centers in ] and ] in 2001, and in 2002 began on-demand printing.<ref>{{cite report |date=24 April 2015 |title=Broadridge Financial Solutions, Inc. |publisher=MarketLine |quote=BROADRIDGE acquired IBM's print centers in Dallas, Texas and Columbus, Ohio in 2001. In the following year, the company acquired Argus Group and added on-demand customized print capabilities to its investor communication offerings.}}</ref><br/>

I propose these edits on behalf of Broadridge Financial Solutions through my work at Beutler Ink. As I have in the past, I will keep my Misplaced Pages contributions where I have a financial conflict of interest on Talk pages rather than directly edit entries. Also as mentioned before, I will have a few more edit requests to add more information to this article so it remains a useful resource to readers looking for info on Broadridge. In the meantime, can editors please review my History updates and make the changes to the live article if things look good? Please ping me here if you have any questions regarding these suggested edits. Thank you in advance, Danilo Two (talk) 20:13, 25 January 2018 (UTC)

Reply

Partially implemented
The proposal is an addition of dates for various moments of change for the company, moments which are covered in the already existing version, now labled as "milestones". The proposal converts the bullets into prose, which is generally favored in Misplaced Pages. However, it is a matter of debate whether that favoritism extends to articles on businesses, especially when the content is proposed largely by the company itself. Items for inclusion are those that the company deems important, sentinal facts that tell the story of its existence. To others, these details are promotional. To the uninitiated eye, it sometimes all seems the same.

In a few of these cases the favoritism extends towards the bullet points, in that they play a part in balancing the company's need to expand with Misplaced Pages's need to limit self-promotion. For this particular edit request, my criteria for implementation was for the references to pass both (A) the source is not the subject itself (this includes other sources that mention the item because they were paid to mention it by the subject) and (B) the source is an outside source which mentions the news item along with any number of relevant meta-contexts explaining how and why the item was newsworthy.

• References 2 through 8 did not pass category A criteria.
• References 13 and 14 passed category B criteria, and were added to the article.
• References 9 through 12 reference information already present in the article.
• Reference 1 was unaccessible by me.

I put it forward to other editors who may be able to access the WSJ if they could have a look at reference #1 to access the information it would be much appreciated.
Regards, Spintendo ᔦᔭ 22:01, 25 January 2018 (UTC)

Revised edit request: History

It is requested that an edit be made to the semi-protected article at D. (edit · history · last · links · protection log) This template must be followed by a complete and specific description of the request, that is, specify what text should be removed and a verbatim copy of the text that should replace it. "Please change X" is not acceptable and will be rejected; the request must be of the form "please change X to Y". The edit may be made by any autoconfirmed user. Remember to change the |answered=no parameter to "yes" when the request has been accepted, rejected or on hold awaiting user input. This is so that inactive or completed requests don't needlessly fill up the edit requests category. You may also wish to use the {{ESp}} template in the response. To request that a page be protected or unprotected, make a protection request.

Posting a revised proposal for History based on Spintendo's feedback above on sources. He took issue with using MarketLine and the company's annual report as sources for this section, so I have replaced these.

Spintendo also included a Forbes source in his objection, however I wonder if that was done in error. Written by a Forbes staff writer, the article "The Broad Reach Of Broadridge, The Most Important Financial Firm You've Never Heard Of" is a reliable source.

A new draft is below. All the info that was sourced to MarketLine or the annual report in my last draft has been sourced to different references, or removed if no other sources were available. Since not everyone has a subscription to The Wall Street Journal, I included quotes within the references to help editors verify detail sourced to WSJ.

Although History is currently written as a bulleted list with milestones, I have kept my draft in paragraph form, as per Misplaced Pages:Manual_of_Style/Layout#Paragraphs.

Broadridge Financial Solutions was created as the brokerage services arm of New Jersey-based ADP in 1962. In 1989, Broadridge launched its proxy services business.

Broadridge expanded in the 1990s through several acquisitions. In 1992, it acquired the Independent Election Corporation of America, which processed proxies, annual reports and other corporate communications. Broadridge bought multi-currency clearance and settlement services company Wilco International in 1995. Forbes reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".

==History==
Broadridge Financial Solutions was created as the brokerage services arm of New Jersey-based ADP in 1962.<ref name="Morris17">{{cite news |title=FinTech firm Broadridge Financial moving to booming Newark, N.J. |last1=Morris |first1=Keiko |url=https://www.wsj.com/articles/fintech-firm-broadridge-financial-moving-to-booming-newark-n-j-1488320189 |newspaper=] |date=28 February 2017 |quote=Broadbridge began in 1962 as a division of Automatic Data Processing Inc. that processed securities transactions. |subscription=Yes}}</ref> In 1989, Broadridge launched its proxy services business.<ref name="Schaefer13">{{cite news |title=The broad reach of Broadridge, the most important financial firm you've never heard of |last1=Schaefer |first1=Steve |url=https://www.forbes.com/sites/steveschaefer/2013/10/30/the-broad-reach-of-broadridge-the-most-important-financial-firm-youve-never-heard-of/#55f2e62133e0 |newspaper=] |date=30 October 2013 |accessdate=8 November 2017}}</ref>

Broadridge expanded in the 1990s through several acquisitions. In 1992, it acquired the Independent Election Corporation of America, which processed proxies, ]s and other ].<ref name="Schaefer13"/> Broadridge bought multi-currency clearance and settlement services company Wilco International in 1995.<ref name="WSJ95">{{cite news |title=Automatic Data Processing Unit |url=https://www.nexis.com/docview/getDocForCuiReq?lni=3SCG-H8G0-0032-C0WV&csi=8399&oc=00240&perma=true |newspaper=] |date=27 July 1995 |accessdate=1 February 2018 |quote=Automatic Data Processing Inc's ADP Financial Information Services Inc unit completes its acquisition of Wilco Systems Inc |registration=Yes}}</ref> '']'' reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".<ref name="Schaefer13"/>

I propose these edits on behalf of Broadridge Financial Solutions through my work at Beutler Ink. As I have in the past, I will keep my Misplaced Pages contributions where I have a financial conflict of interest on Talk pages rather than directly edit entries. Also as mentioned before, I will have a few more edit requests to add more information to this article so it remains a useful resource to readers looking for info on Broadridge. Can editors please review my History updates and make the changes to the live article if appropriate? Thank you in advance, Danilo Two (talk) 19:54, 1 February 2018 (UTC)

Reply 1-FEB-2018

 Declined All of the information in your request is already present in the article.

1. Spinoff from ADP: present
2. Acquisition of NewRiver: present
3. Acquisition of Matrix: present
4. Acquisition of Paladyne: present
5. Acquisition of M&O: present
6. Acquisition of S.Johnson: present
7. The acquisition of Ind. Election Corp: source does not substantiate.

Regards, Spintendo ᔦᔭ 23:15, 1 February 2018 (UTC)

Spintendo: Thank you for reviewing. There are several details not included in the body of the current article that are in the draft:

• Establishment of Broadridge as part of ADP in 1962. (Yes, it's true that this detail is in the infobox, but I don't think that prevents it from appearing in the body as well and it's a key part of the company's history that provides context for the mention of the spin-off. Per the Manual of Style: "When considering any aspect of infobox design, keep in mind the purpose of an infobox: to summarize (and not supplant) key facts that appear in the article (an article should remain complete with its summary infobox ignored)".)
• Launch of proxy service business in 1989
• Acquisition of Wilco International in 1995
• Forbes reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers" (This is a unique aspect of Broadridge's business and shows how the proxy service grew over time since the company launched it in 1989)
• Sourcing to verify the 2007 spinoff from ADP (There are currently no citations for this mention in the body of the article)
• Finally, the Independent Election Corporation of America acquisition is included in the cited sourcing, but I see how you might have missed it, since it is referred to by its initials: "In 1992 ADP acquired Daly's former employer IECA …"

I hope you can again reconsider the addition of some of these changes. Thank you, Danilo Two (talk) 16:03, 2 February 2018 (UTC)

@Danilo Two:

• Forbes exists as a brand-building platform for journalists, participatory readers and marketers, all existing under the Forbes publication umbrella. Thus, it is not my practice to use them alone as a source.
• The spinoff from ADP in 2007, in which Broadridge Financial Services became an autonomous actor in its own regard, is mentioned in the lead. Please provide sourcing for the ADP spinoff, which I will place as a reference in the infobox.
• You are correct, I did miss the acronym usage of IECA in that source. It is my understanding that ADP's acquisition of IECA in 1992 was effected by ADP and had nothing outwardly to do with Broadridge Financial Services. If it were effected by Broadridge acting autonomously, please advise with relevant primary sources published at the time.
• It is my understanding that ADP's acquisition of Wilco in 1995 was effected by ADP and had nothing outwardly to do with Broadridge Financial Services. If it were effected by Broadridge acting autonomously, please advise with relevant primary sources published at the time.
• It is my understanding that the launch of a proxy service business in 1989 was effected by ADP and had nothing outwardly to do with Broadridge Financial Services. If it were effected by Broadridge acting autonomously, please advise with relevant primary sources published at the time. Spintendo ᔦᔭ 00:07, 3 February 2018 (UTC)

Spintendo: It's true that articles and blogs from Forbes' contributors network are not considered reliable sources for Misplaced Pages, but the Forbes piece I referenced is written by a staff writer that was published in the November 18, 2013, issue of the magazine, which focuses on the financial industry. This seems like a sufficient reliable source. However, since you specifically asked for a source on the 2007 spinoff from ADP, here are stories from The Globe and Mail and Crain's New York Business.

While the acquisitions you mention and the 1989 launch of the proxy service were indeed made when what is now Broadridge was a division of ADP, is it not relevant to Broadridge itself what that ADP division did prior the spinoff? For example: The proxy business is described in the Forbes piece as a business started by Broadridge, not ADP more generally, and it is now the main business of Broadridge. I would argue that the launch of the proxy service and the acquisition of the Independent Election Corporation of America are inherently important to the evolution of Broadridge today. These are not random facts from ADP's history, they are key moves that created a foundation for Broadridge.

I would like to reach out to others for additional input on the main question here: How should we treat historical details for a company that was previously part of another. Thank you, Danilo Two (talk) 22:34, 6 February 2018 (UTC)

References

1. Milstead, David (5 March 2012). "A quiet success story built on a pile of proxy circulars". The Globe and Mail. Retrieved 6 February 2018.
2. Jones, David (5 April 2007). "Broadridge to spend $22M for L.I. expansion". Crain Communications. Retrieved 6 February 2018.

@Danilo Two: Hello, Thank you for reaching out to me. Dealing with historical details for a company that was previously part of another is like dealing with competition. You must keep it neutral. I agree with you that including ADP helps show the foundation created. You have to however, stay neutral about both. For the Forbes reference, you have to see the credibility in the author. Can you identify any bias? any errors?. Staffers often seem very reliable but be careful. I've never had an issue referencing Forbes. AmericanAir88 (talk) 02:50, 16 February 2018 (UTC)

Ok fair enough, lets have another look at the Forbes reference if we can. Is it the claim that "Forbes reported that by 1999, the company was 'handling investor communications for 90 percent of securities held of record by American banks and broker-dealers'"? Spintendo      06:30, 18 February 2018 (UTC)

AmericanAir88 and Spintendo: Thanks for taking time to review and reconsider. In my draft above, I used the Forbes piece as a source for these details:

• In 1989, it launched its proxy services business.
• In 1992, it acquired the Independent Election Corporation of America, which processed proxies, annual reports and other corporate communications.
• Forbes reported that by 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".
• The company spun off from ADP as an independent company in 2007.
• $78 million sale price for the acquisition of NewRiver

Thanks again, Danilo Two (talk) 18:52, 20 February 2018 (UTC)

AmericanAir88 and Spintendo: Just wanted to check in before the weekend to see if you had any additional questions. Thanks again! Danilo Two (talk) 20:56, 23 February 2018 (UTC)

@Danilo Two:I see two ways forward with this.

1. I'll accept Forbes or any other reliable third party reference only so long as they are primary sources to these events. What that means is the articles must have been written about these events in 1989, 1992, and 2007 respectively. If these events were so central to Broadridge at the time, they should have reporting covering them at the time.
2. If your response is "No, there are no primary sources from that time because these event's importance wasn't known until later" then that conclusion must be the result of some type of original research or WP:SYNTH which would have been done in order to reach that conclusion. If it is original research it's not allowed per WP:NOR or if not original it requires references from different sources confirming the findings. Please advise.

Regards, Spintendo      01:48, 27 February 2018 (UTC)

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