• Home
    • Insights
    • Understanding the Hybrid Practice: Considerations for Advisors in Transition

    Industry Publications

    September 30, 2011

    Understanding the Hybrid Practice: Considerations for Advisors in Transition

    Michelle Jacko discusses key elements to consider for transitioning advisors in this 2011 White paper, published in the Charles Schwab Market Knowledge Tools (MKT) series. 

    The article titled, Understanding the Hybrid Practice: Considerations for Advisors in Transition touches on the importance of determining business objectives, infrastructure and much more.

    CLICK HERE TO READ ARTICLE

     

    About the author

    Michelle L. Jacko, Esq<br>

    Michelle L. Jacko, Esq
    Managing Partner and CEO

    Michelle L. Jacko, Esq. is the Managing Partner and CEO of Jacko Law Group, PC (“JLG”), which offers securities, corporate, real estate, and employment law counsel to broker-dealers, investment advise...

    Related Insights

    Cybersecurity

    Cybersecurity: Regulatory Compliance, Attacks, Risk Mitigation

    November 12, 2024

    A photo of Kathryn Konzen, Esq., Director of Operations | Jacko Law Group, PC

    Cybersecurity

    How to Prepare for Amendments to Regulation S-P – NSCP Currents

    October 24, 2024

    Industry Publications

    Regulatory Focus On Off-Channel Communications: What You Need to Know for Your Compliance Program

    October 15, 2024

    An illustration depicting the concept of regulatory focus | Jacko Law Group, PC
    view all