Annual Review | Investment Adviser | Publications

The Adviser’s Guide to Effective Annual Reviews Published in NSCP Currents

Updated: May 1, 2026 by

Core Compliance’s recent article, “The Adviser’s Guide to Effective Annual Reviews,” was published in the April 2026 issue of the NSCP Currents Newsletter. In the article, we discuss how investment advisers can transform the Annual Review into a meaningful, risk-driven process that supports stronger governance and long-term resilience.

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Anna Schnitkey - Core Compliance

Anna Schnitkey is Senior Operations Associate at Core Compliance, supporting the firm's compliance consultants and investment adviser clients through day-to-day operations, event coordination, and vendor support. She also leads the firm's social media and marketing efforts, helping build Core Compliance's brand presence and client experience.