Jacko Law Group’s Managing Partner, Michelle Jacko, will be presenting on the latest regulatory hot topics on February 27, 2024, at Schwab’s 2024 Compliance Update. During this exclusive educational virtual event, Michelle will touch on several key topics.… Read More
June 1, 2023 | RIA Best Practices for Complying with the Proposed New Cyber Rule (NCR) | Speakers: Michelle L. Jacko, Esq. – Managing Partner of Jacko Law Group, Jason Ewasko – CDO of Core Compliance and Christian Kelly – … Read More
March 16, 2023 | Regulatory Compliance Watch Webinar | Speaker: Michelle L. Jacko, Esq. With the SEC’s new advertising rule in effect, is your firm prepared for the possibility of an examination? Ensure your firm is ready by attending … Read More
For years, investment advisers have had their hands tied when it comes to promoting their success through the use of client testimonials. Such marketing efforts, such as positive client endorsements on LinkedIn, have long been prohibited from promotion. Now, with … Read More
This month’s Risk Management Tip will further explore the new requirements for promoters who solicit on behalf of investment advisory firms.… Read More
This month’s Risk Management Tip will focus on the new requirements for Promotors including its applicability to investment advisers and advisers to private funds. … Read More
Michelle L. Jacko will present on Charles Schwab Virtual Educational Event – SEC Hot Topics on March 31, 2022.… Read More
Managing Partner Michelle Jacko will be speaking on the “SEC’s New IA Ad Rule,” for Regulatory Compliance Watch’s Webinar on March 22, 2022. Join the webinar to ensure you and your firm are prepared for the November compliance deadline for … Read More
Jacko Law Group, in conjunction with Core Compliance, hosted a Client Exclusive Webinar, "Preparing for the New Marketing Rule: Understanding Advertising and Solicitor Requirements," on September 15th, 2021.… Read More
Michelle Jacko wrote the article Social Media in 2021 – Are Advisers Subject to the Old Rules or New Rules, and What Then? (Part 2) for Jacko Law Group in March 2021.… Read More