CEO Michelle Jacko’s article, “How to Address Change Management,” was published in the September 2022 issue of the NSCP Currents Newsletter. In the article, Michelle discusses what change management is, common issues that can arise due to change, and addresses … Read More
October 17-19, 2022 | NSCP National Conference | Speaker: Michelle L. Jacko, CSCP
We are proud and honored to announce that CEO Michelle L. Jacko has been included as a finalist for the 2022 CEO of the Year Awards by the San Diego Business Journal. According to SDBJ, “Now in its 17th year, … Read More
Schwab Compliance Web Event | March 31, 2022 | Speakers: Michelle L. Jacko
2022 Regulatory Compliance Watch Webinar | March 22, 2022 | Speakers: Michelle L. Jacko
CEO Michelle Jacko’s article, “Meeting Current and Future Challenges of Serving Aging Clients,” was published in the February 2022 issue of Charles Schwab’s Compliance Review newsletter. In the article, Michelle reviews regulations that apply to investment advisors servicing seniors, including … Read More
2022 NSCP Virtual Educational Seminar | March 16, 2022 | Speakers: Michelle L. Jacko
2022 Investment Adviser Compliance Conference | March 3, 2022 | Speakers: Michelle L. Jacko
CEO Michelle Jacko was featured in a Barron’s Advisor article titled “8 Smart Compensation Practices for Wealth Management Firms,” on January 4, 2022. “People want to have more say in the direction of their career and in the direction of the … Read More
A month ago, it was unclear of how much COVID-19 (the “coronavirus”) would impact all of us in every facet of our lives. For some, we are indefinitely “sheltered in” and are working remotely where possible. Others must take care … Read More