Events

June 27, 2025

RIA Regulatory Update Webcast – June 2025

What Investment Advisors Need to Know About the DOL Rollover Rule & New AML Requirements

Jacko Law Group Managing Partner Michelle Jacko, and Senior Litigation attorney Dharmi Mehta presented to Schwab affiliated RIAs in the Southwest division regulatory compliance updates, highlighting key amendments with a focus  on the DOL Rollover Rule and the New Anti-Money Laundering (AML) requirements.

 

Regulatory Update Webinar
June 25, 2025 | Virtual | Michelle Jacko and Dharmi Mehta

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Jacko Law Group, PC

Jacko Law Group provides tailored legal services and effective strategies for success, delivering exemplary solutions to complex legal and regulatory challenges to ensure that both business efforts and compliance obligations are satisfied.

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