CEO Michelle Jacko was featured in a CNBC article, “So Your Financial Advisor Took a PPP Loan. Here’s What That Means For You,” on May 14, 2020. In the article, Michelle discusses the circumstances surrounding disclosures of the Paycheck … Read More
Core Compliance’s article was featured in Forbes Council (blog) titled “Creating a Strong Culture of Compliance” published July 8, 2019. The article discusses what it means for a firm to have an established “tone at the top”, as well as … Read More
Core Compliance’s President was quoted on the Forbes Council blog post, “Investing In The Stock Market: 12 Tips For Newcomers” on December 13, 2019. Tito and other industry experts offer their best tips for investing in the stock market to … 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. In the article, Ms. Jacko provides readers with pivotal considerations for Mergers and Acquisitions and Business Transitions … Read More
Lead Sr. Compliance Consultant Tina Mitchell‘s article, “Best Execution Considerations for Advisers,” was featured in the November 2019 edition of the National Society of Compliance Professionals’ Currents. The article discusses consideration factors for seeking best execution, testing protocols for different types … Read More
Lead Sr. Compliance Consultant Tina Mitchell‘s article, “Year End Compliance Checklist Considerations for Investment Advisers,” was featured in the October 2019 edition of the National Society of Compliance Professionals’ Currents.
Michelle Jacko and Tina Mitchell wrote the article, “Performing Due Diligence and Oversight of Third-Party Service Providers” which was published in Modern Compliance Volume II by Wolters Kluwer in 2017.
Core Compliance’s President was featured on the Enterprise Podcast Network on September 16, 2019. During his episode, “Consumers Need to Do Their Due Diligence When Selecting a Trusted Advisor,” he discusses what a consumer should do when looking for an … Read More
Our CEO Michelle Jacko was featured in an SD Voyager article titled “Meet Michelle Jacko of Core Compliance & Legal Services, Inc. in Downtown” on May 23, 2019. In the article Michelle participates in a Q&A interview where she discusses her journey in … Read More
Our CEO Michelle Jacko’s article, “Tips on How to Prepare For Your Next Examination: Part 2,” was featured in the April 2019 edition of the National Society of Compliance Professionals’ Currents.