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  • Danilo Two (talk · contribs) has been paid by Beutler Ink on behalf of Broadridge Financial Solutions. Conflict of interest declared in first Talk page message here

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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
Proposed infobox
Broadridge Financial Solutions
Company typePublic
Traded asNYSEBR
S&P 400 Component
IndustryFinancial technology
Founded
  • 1962 (as brokerage services arm of ADP)
  • 2007 (as independent public company)
HeadquartersLake Success, New York, U.S.
Key people
RevenueUS$4.1B (FY 2017)
Net incomeUS$327M (FY 2017)
Total assetsUS$3.15B (FY 2017")
Total equityUS$1.004B (FY 2017)
Number of employees10,000 (2017)
Websitewww.broadridge.com
Infobox markup

{{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}}

}}
References

References

  1. ^ "Annual Report 2017" (PDF). Broadridge Financial Solutions. 2017. Retrieved 9 January 2018.
  2. ^ "Form 10-K" (PDF). Broadridge Financial Solutions. 2017. Retrieved 9 January 2018.

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

checkY 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
Proposed History History

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.

The company became a wholly owned subsidiary of ADP on March 29, 2007. The next day, it spun off as an independent public company. Since going public, Broadridge expanded through a series of acquisitions to grow its service offerings, including the 2010 acquisition of NewRiver, Inc., an electronic investor disclosure firm, for $78 million. The following year, Broadridge acquired Matrix Financial Solutions, which provided retirement products, for an undisclosed sum and investment management services firm Paladyne Systems, Inc. for $76.5 million. In 2016, the company acquired DST's North American Customer Communications business for $410 million and M&O Systems, Inc., an advisor to wealth management firms, for $25 million in cash. In 2017, it acquired institutional asset management data, analytics and research consultancy Spence Johnson for an undisclosed sum.
History markup

==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/>

The company became a wholly owned ] of ADP on March 29, 2007.<ref name="Form10K-2016">{{cite web |url=http://www.broadridge-ir.com/~/media/Files/B/Broadridge-IR/annual-reports/ar-2016.pdf |title=Form 10K |date=2016 |publisher=Broadridge Financial Solutions |accessdate=8 November 2017}}</ref> The next day, it spun off as an independent public company.<ref name="Form10K-2016"/> Since going public, Broadridge expanded through a series of acquisitions to grow its service offerings, including the 2010 acquisition of NewRiver, Inc., an electronic investor disclosure firm, for $78 million.<ref name="Schaefer13"/> The following year, Broadridge acquired Matrix Financial Solutions, which provided retirement products, for an undisclosed sum<ref name="StreetInsider11">{{cite web |url=https://www.streetinsider.com/Corporate+News/Broadridge+Financial+(BR)+Completes+Acquisition+of+Matrix+Financial+Solutions/6204703.html |title=Broadridge Financial (BR) completes acquisition of Matrix Financial Solutions |date=7 January 2011 |publisher=StreetInsider.com |accessdate=8 November 2017}}</ref> and investment management services firm Paladyne Systems, Inc. for $76.5 million.<ref name="Hedgeweek">{{cite news |title=Broadridge appoints Bennett Egeth as president of investment management business |url=https://www.hedgeweek.com/2014/01/31/196632/broadridge-appoints-bennett-egeth-president-investment-management-business |newspaper=Hedgeweek |date=31 January 2014 |accessdate=8 November 2017}}</ref><ref name="Schmerken11">{{cite news |title=Broadridge acquired Paladyne Systems for $76.5 million |last1=Schmerken |first1=Ivy |url=http://www.wallstreetandtech.com/asset-management/broadridge-acquires-paladyne-systems-for-$765-million/d/d-id/1265228 |newspaper=Wall Street & Technology |date=8 September 2011 |accessdate=8 November 2017}}</ref> In 2016, the company acquired DST's North American Customer Communications business for $410 million<ref name="Dornbrook16">{{cite news |title=DST Systems will sell huge subsidiary for $410M |last1=Dornbrook |first1=James |url=https://www.bizjournals.com/kansascity/news/2016/06/14/dst-systems-customer-communication-sale-broadridge.html |newspaper=] |date=14 June 2016 |accessdate=8 November 2017}}</ref> and M&O Systems, Inc., an advisor to wealth management firms, for $25 million in cash.<ref name="Madore16">{{cite news |title=Broadridge sales soar following merger; profits up slightly |last1=Madore |first1=James T. |url=https://www.newsday.com/business/broadridge-sales-soar-following-merger-profits-flat-1.12591050 |newspaper=] |date=9 November 2016 |accessdate=8 November 2017}}</ref> In 2017, it acquired institutional asset management data, analytics and research consultancy Spence Johnson for an undisclosed sum.<ref name="Baker17">{{cite news |title=Broadridge Financial Services acquires Spence Johnson |last1=Baker |first1=Sophie |url=http://www.pionline.com/article/20170711/ONLINE/170719939/broadridge-financial-services-acquires-spence-johnson# |newspaper=Pensions & Investments |date=11 July 2017 |accessdate=8 November 2017}}</ref><br/>
References

References

  1. Morris, Keiko (28 February 2017). "FinTech firm Broadridge Financial moving to booming Newark, N.J." The Wall Street Journal.
  2. Broadridge Financial Solutions, Inc (Report). MarketLine. 24 April 2015. In 1979, the company expanded its securities processing solutions in the US to process Canadian securities.
  3. Ibid. "BROADRIDGE started providing proxy services in 1989".
  4. 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".
  5. Ibid. "In 1995, the company acquired London-based Wilco International, a provider of multi-currency clearance and settlement services".
  6. ^ Schaefer, Steve (30 October 2013). "The broad reach of Broadridge, the most important financial firm you've never heard of". Forbes. Retrieved 8 November 2017.
  7. Broadridge Financial Solutions, Inc (Report). MarketLine. 24 April 2015. 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.
  8. ^ "Form 10K" (PDF). Broadridge Financial Solutions. 2016. Retrieved 8 November 2017.
  9. "Broadridge Financial (BR) completes acquisition of Matrix Financial Solutions". StreetInsider.com. 7 January 2011. Retrieved 8 November 2017.
  10. "Broadridge appoints Bennett Egeth as president of investment management business". Hedgeweek. 31 January 2014. Retrieved 8 November 2017.
  11. Schmerken, Ivy (8 September 2011). "Broadridge acquired Paladyne Systems for $76.5 million". Wall Street & Technology. Retrieved 8 November 2017.
  12. Dornbrook, James (14 June 2016). "DST Systems will sell huge subsidiary for $410M". Kansas City Business Journal. Retrieved 8 November 2017.
  13. Madore, James T. (9 November 2016). "Broadridge sales soar following merger; profits up slightly". Newsday. Retrieved 8 November 2017.
  14. Baker, Sophie (11 July 2017). "Broadridge Financial Services acquires Spence Johnson". Pensions & Investments. Retrieved 8 November 2017.

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

check 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.

Proposed History History

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".

The company spun off from ADP as an independent company in 2007. Since going public, Broadridge expanded through a series of acquisitions to grow its service offerings, including the 2010 acquisition of NewRiver, Inc., an electronic investor disclosure firm, for $78 million. The following year, Broadridge acquired Matrix Financial Solutions, which provided retirement products, for an undisclosed sum and investment management services firm Paladyne Systems, Inc. for $76.5 million. In 2016, the company acquired DST's North American Customer Communications business for $410 million and M&O Systems, Inc., an advisor to wealth management firms, for $25 million in cash. In 2017, it acquired institutional asset management data, analytics and research consultancy Spence Johnson for an undisclosed sum.
History Markup

==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"/>

The company spun off from ADP as an independent company in 2007.<ref name="Schaefer13"/> Since going public, Broadridge expanded through a series of acquisitions to grow its service offerings, including the 2010 acquisition of NewRiver, Inc., an electronic investor disclosure firm, for $78 million.<ref name="Schaefer13"/> The following year, Broadridge acquired Matrix Financial Solutions, which provided retirement products, for an undisclosed sum<ref name="StreetInsider11">{{cite web |url=https://www.streetinsider.com/Corporate+News/Broadridge+Financial+(BR)+Completes+Acquisition+of+Matrix+Financial+Solutions/6204703.html |title=Broadridge Financial (BR) completes acquisition of Matrix Financial Solutions |date=7 January 2011 |publisher=StreetInsider.com |accessdate=8 November 2017}}</ref> and investment management services firm Paladyne Systems, Inc. for $76.5 million.<ref name="Hedgeweek">{{cite news |title=Broadridge appoints Bennett Egeth as president of investment management business |url=https://www.hedgeweek.com/2014/01/31/196632/broadridge-appoints-bennett-egeth-president-investment-management-business |newspaper=Hedgeweek |date=31 January 2014 |accessdate=8 November 2017}}</ref><ref name="Schmerken11">{{cite news |title=Broadridge acquired Paladyne Systems for $76.5 million |last1=Schmerken |first1=Ivy |url=http://www.wallstreetandtech.com/asset-management/broadridge-acquires-paladyne-systems-for-$765-million/d/d-id/1265228 |newspaper=Wall Street & Technology |date=8 September 2011 |accessdate=8 November 2017}}</ref> In 2016, the company acquired DST's North American Customer Communications business for $410 million<ref name="Dornbrook16">{{cite news |title=DST Systems will sell huge subsidiary for $410M |last1=Dornbrook |first1=James |url=https://www.bizjournals.com/kansascity/news/2016/06/14/dst-systems-customer-communication-sale-broadridge.html |newspaper=] |date=14 June 2016 |accessdate=8 November 2017}}</ref> and M&O Systems, Inc., an advisor to wealth management firms, for $25 million in cash.<ref name="Madore16">{{cite news |title=Broadridge sales soar following merger; profits up slightly |last1=Madore |first1=James T. |url=https://www.newsday.com/business/broadridge-sales-soar-following-merger-profits-flat-1.12591050 |newspaper=] |date=9 November 2016 |accessdate=8 November 2017}}</ref> In 2017, it acquired institutional asset management data, analytics and research consultancy Spence Johnson for an undisclosed sum.<ref name="Baker17">{{cite news |title=Broadridge Financial Services acquires Spence Johnson |last1=Baker |first1=Sophie |url=http://www.pionline.com/article/20170711/ONLINE/170719939/broadridge-financial-services-acquires-spence-johnson# |newspaper=Pensions & Investments |date=11 July 2017 |accessdate=8 November 2017}}</ref>
References

References

  1. Morris, Keiko (28 February 2017). "FinTech firm Broadridge Financial moving to booming Newark, N.J." The Wall Street Journal. Broadbridge began in 1962 as a division of Automatic Data Processing Inc. that processed securities transactions. {{cite news}}: Unknown parameter |subscription= ignored (|url-access= suggested) (help)
  2. ^ Schaefer, Steve (30 October 2013). "The broad reach of Broadridge, the most important financial firm you've never heard of". Forbes. Retrieved 8 November 2017.
  3. "Automatic Data Processing Unit". The Wall Street Journal. 27 July 1995. Retrieved 1 February 2018. Automatic Data Processing Inc's ADP Financial Information Services Inc unit completes its acquisition of Wilco Systems Inc {{cite news}}: Unknown parameter |registration= ignored (|url-access= suggested) (help)
  4. "Broadridge Financial (BR) completes acquisition of Matrix Financial Solutions". StreetInsider.com. 7 January 2011. Retrieved 8 November 2017.
  5. "Broadridge appoints Bennett Egeth as president of investment management business". Hedgeweek. 31 January 2014. Retrieved 8 November 2017.
  6. Schmerken, Ivy (8 September 2011). "Broadridge acquired Paladyne Systems for $76.5 million". Wall Street & Technology. Retrieved 8 November 2017.
  7. Dornbrook, James (14 June 2016). "DST Systems will sell huge subsidiary for $410M". Kansas City Business Journal. Retrieved 8 November 2017.
  8. Madore, James T. (9 November 2016). "Broadridge sales soar following merger; profits up slightly". Newsday. Retrieved 8 November 2017.
  9. Baker, Sophie (11 July 2017). "Broadridge Financial Services acquires Spence Johnson". Pensions & Investments. Retrieved 8 November 2017.

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

no 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 which demonstrate the importance of these events to Broadridge. What that means is the articles must have been written about these events in 1989, 1992, and 2007 respectively, and they must state at the time that these were important, salient events to the company. 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 attesting to their importance, because that importance to the eventual makeup of Broadridge 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 which all confirm the exact same findings (i.e., no WP:SYNTHESIS). Please advise.

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

Spintendo: I want to make sure I understand what you are saying, which I think is: you will consider the Forbes article to be acceptable "only so long as are primary sources to these events which demonstrate the importance of these events to Broadridge" and said "articles must have been written" contemporaneously with these events. If there are none, you would consider the Forbes source to be OR or a SYNTHESIS on my part because Broadridge was not a separate company at the time of those events.
That is how I am reading your response. If correct, I think this is an inaccurate reading of the Forbes piece, and an unfair standard of sourcing:
  1. The Forbes article cited in my draft is a retrospective piece about Broadridge, written by a professional journalist for a reliable source who, in 2013, researched the company's history and highlighted what he found to be important events in 1989, 1992, and 2007 that led to its spinoff from ADP and the creation of the present-day Broadridge. Therefore, the information is self-evidently important to Broadridge, more so than to its former parent company.
  2. Just because there were not stories published in 1989, 1992 or 2007 about how certain company decisions were important then, let alone were to play out in the future, does not mean that those events are inconsequential, especially if a journalist later found them to be of enough importance to include detail in their reporting.
  3. Finally, the request for primary sources in addition to the Forbes article is most perplexing to me. WP:RELIABLE is very clear on its preference for secondary sources, and nowhere does it say primary sources must be provided as well. This appears to be an extraordinary burden placed on what has already been established as a legitimate secondary source.
This was a longer reply than I intended, however I felt it was important to be very clear about why I disagree with what I think are your views on sourcing here. I was genuinely surprised to find you objected to it, since it seems like the kind of straightforward journalism work that Misplaced Pages is supposed to be built upon. Please let me know what you think. Danilo Two (talk) 22:14, 2 March 2018 (UTC)


______

If the writer of the Forbes piece is the only person making this assertion based on their own research, then is that not the textbook definition or WP:NOR, which is the publishing of writings or interpretations that have not previously been published? What you have is the Forbes writer making conclusions they put together, based on the following:

  1. If A is true ("Broadridge's current proxy service occupies a unique level of importance to their business.")
  2. and B is true ("People working under ADP handled proxy business historically in the past.")
  3. then C must be true ("Proxy service is so notably Broadridgian in origin, aspects of it accomplished years ago by employees of ADP should now be re-mentioned as occuring under the auspices of Broadridge, owing their conception and their history to Broadridge, along with everything else Broadridgian under the sun.")

I believe that the line has to be drawn somewhere on what aspects of the past may be claimed by agents of the present. And this hold on business practices which occurred under ADP ought not to be unilaterally appropriated through the words of one Forbes retrospective article.
Regards, Spintendo      11:13, 6 March 2018 (UTC)

Spintendo: I fear this is being abstracted in a way that's unnecessary. This is actually a simple request.
The Forbes story shows how ADP set up its proxy business that directly led to the creation of Broadridge.
  • ADP launched its proxy services business in 1989.
  • It then acquired the Independent Election Corporation of America, which processed proxies, annual reports and other corporate communications, in 1992.
  • By 1999, the company was "handling investor communications for 90 percent of securities held of record by American banks and broker-dealers".
  • The business was spun off from ADP as Broadridge, an independent company, in 2007.
There are other stories that draw this exact same conclusion.
Based, believe it or not, in Lake Success, N.Y., Broadridge started nearly 50 years ago as the "Brokerage Services" division of Automatic Data Processing, processing stock trades (a business it still engages in - more on that later). It moved into proxy services in 1989; ADP spun off Broadridge in 2007.
Broadridge Investor Communications, formerly ADP Investor Communications, which has about 800 bank and brokerage clients.
  • This 2008 story from Northwestern Financial Review, which was written by an account executive with the Investor Communication Solutions segment of Broadridge Financial Solutions, describes the relation:
Broadridge Financial Solutions, Inc. (formerly ADP Investor Communication Services), the industry's leading provider of proxy and related shareholder communications, engaged in one of its largest development initiatives to be fully prepared for the July 2007 launch of the SEC Notice and Access rules.
  • There is also this 1998 story from Newsday, which further discusses the beginnings of the proxy services business, including ADP's acquisition of Independent Election Corp. of America.
In no way does this request attempt to attribute to Broadridge everything that was done by ADP. Again, this should be much simpler than you're making it out to be. There is ample coverage of business moves made by ADP that directly led to Broadridge, and that is what I'm proposing to include in this article.
I would hope that you reconsider your position. If we cannot come to an agreement, I wonder if WP:RS/N is an acceptable place to get further direction. Thanks, Danilo Two (talk) 21:33, 6 March 2018 (UTC)
There is that option or you could try either requests for comments, the dispute resolution noticeboard or one of the other dispute resolution options. Regards, Spintendo      23:20, 8 March 2018 (UTC)
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