Managing Partner, Michelle Jacko’s article, “How to Address Change Management,” was published in the September 2022 issue of the NSCP Currents Newsletter.… Read More
Managing Partner Michelle L. Jacko‘s article, “Legal and Regulatory Considerations for Going Independent,” has been published as an industry white paper in conjunction with Charles Schwab & Co., Inc.… Read More
As business owners analyze and formulate their exit plan with their trusted advisors maximizing the value of his or her business is typically at the forefront of the discussions. Strategic value of a business is a simple calculation: cash + … Read More
Managing Partner, Michelle Jacko’s article, “How to Address Change Management,” was published in the September 2022 issue of the NSCP Currents Newsletter.… Read More
Managing Partner Michelle L. Jacko’s article, "Social Media in 2021 – Are Advisers Subject to the Old Rules or New Rules? And What Then?," was published in the February 2021 issue of IAA’s Newsletter.… Read More
Managing Partner Michelle L. Jacko’s article, "Social Media in 2021 – Are Advisers Subject to the Old Rules or New Rules? And What Then?," was published in the February 2021 issue of IAA’s Newsletter.… Read More
Michelle L. Jacko wrote the article titled Why Advisory Fees and Expenses Remain a Continued Regulatory Focus which was published in the National Society of Compliance Professionals (NSCP) Currents’ January, 2021 issue. … Read More
CEO Michelle Jacko’s article, What You Need to Know About M&As and Business Transitions, was published in the February 2021 issue of Lawyer Monthly Magazine.… Read More
Manaing Partner & CEO Michelle Jacko’s article, How to Improve Your Compliance Program, was published in the October 2020 issue of the Investment Adviser Association’s (IAA) Compliance Corner Newsletter.… Read More
Manaing Partner & CEO Michelle Jacko’s article, Considerations for 2020 and Focus on SEC Exam Priorities, was published in the April 2020 edition of the National Society of Compliance Professionals’ Currents newsletter.… Read More