Talk:Broadridge Financial Solutions

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Edit request: Infobox

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 Wikipedia 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 type	Public
Traded as	NYSE: BR S&P 400 Component
Industry	Financial technology
Founded	1962 (as brokerage services arm of ADP) 2007 (as independent public company)
Headquarters	Lake Success, New York, U.S.
Key people	Richard J. Daly (CEO and Director) Leslie A. Brun (Chairman)
Revenue	US$4.1B (FY 2017)
Net income	US$327M (FY 2017)
Total assets	US$3.15B (FY 2017")
Total equity	US$1.004B (FY 2017)
Number of employees	10,000 (2017)
Website	www.broadridge.com

Infobox markup

{{Infobox company
| name = Broadridge Financial Solutions
| logo =
| type = [[Public company|Public]]
| traded_as = {{NYSE|BR}}<br>[[S&P 400|S&P 400 Component]]
| foundation = {{unbulleted list|1962 (as brokerage services arm of [[ADP]])|2007 (as independent public company)}}
| location = [[Lake Success, New York]], [[United States|U.S.]]
| key_people = {{Unbulleted list|[[Richard J. Daly]] <small>([[Chief executive officer|CEO]] and Director)</small>|Leslie A. Brun <small>([[Chairman]])</small>}}
| industry = [[Financial technology]]
| revenue = [[United States Dollar|US$]]4.1B <small>(''FY 2017'')</small><ref name="AnnualReport17">{{cite web |url=http://www.broadridge-ir.com/~/media/Files/B/Broadridge-IR/annual-reports/ar-2017.pdf |title=Annual Report 2017 |date=2017 |publisher=Broadridge Financial Solutions |accessdate=9 January 2018}}</ref>{{rp|19}}
| net_income = [[United States Dollar|US$]]327M <small>(''FY 2017'')</small><ref name="AnnualReport17"/>{{rp|19}}
| equity = [[United States Dollar|US$]]1.004B <small>(''FY 2017'')</small><ref name="Form10-K-2017">{{cite web |url=http://www.broadridge-ir.com/~/media/Files/B/Broadridge-IR/annual-reports/ar-2017.pdf |title=Form 10-K |date=2017 |publisher=Broadridge Financial Solutions |accessdate=9 January 2018}}</ref>{{rp|55}}
| assets = [[United States Dollar|US$]]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

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

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=[[The Wall Street Journal]] |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, [[annual report]]s and other [[corporate communications]].<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> ''[[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".<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=[[Forbes]] |date=30 October 2013 |accessdate=8 November 2017}}</ref><br/>

Broadridge bought print centers in [[Dallas, Texas]] and [[Columbus, Ohio]] 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 [[subsidiary]] 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=[[American City Business Journals|Kansas City Business Journal]] |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=[[Newsday]] |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

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 Wikipedia 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 Wikipedia. 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 Wikipedia'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

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 Wikipedia: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=[[The Wall Street Journal]] |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=[[Forbes]] |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, [[annual report]]s and other [[corporate communications]].<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=[[The Wall Street Journal]] |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> ''[[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".<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=[[American City Business Journals|Kansas City Business Journal]] |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=[[Newsday]] |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

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 Wikipedia 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)