Investment advisors are familiar with the need to have difficult conversations with clients. Any number of anticipated or unforeseen situations, such as the loss of a job or a serious family illness, can prompt the need to revisit a client’s investment plan and tailor their asset allocation plan to deal with significant life changes.
The LawTV Video 1: Succession Planning… Read More
I think most of us would agree over the past three months we have all come to expect the unexpected. In our September 2019 Legal Risk Management Tip, we discussed the importance for smaller financial industry firms to consider succession … Read More
Michelle L. Jacko presented on Succession Planning at NRS on October 14, 2015 in San Diego, CA.… Read More
The Legal Tip for Jacko Law Group titled Succession Planning 101: FAQs to Consider was written in March, 2019.… Read More
David Sobel wrote a Legal Tip for Jacko Law Group titled Succession Planning 101: Safeguarding Your Business in April, 2018.… Read More
Michelle L. Jacko wrote the article titled Today’s Challenges for Servicing Aging Clients which was published in the Wolters Kluwer Newsletter in September/October 2016. … Read More
Michelle L. Jacko wrote the article titled Considerations for Serving Aging Clients which was published in the Charles Schwab Compliance Review’s July 2016 issue. … Read More
As the baby boomer generation careens towards retirement, many owners of investment advisory firms are thinking about succession planning for the first time. If you are among this group, it is never too early to begin the process of preparing…