Merrill B. Stone Featured in Shareholder Service OPTIMIZER’s 25th Anniversary Edition

Partner Merrill Stone was featured in the 25th Special Supplement of the Shareholder Service OPTIMIZER. Merrill co-authored the article, ​“Shareholder Records Retention: The Devil’s In The Details,” which evaluates potential situations that could occur if shareholder records are not properly maintained, the legal requirements for proper maintenance of records and what can be done to ensure proper maintenance.

To read the full article, click here.