Author Karen Mauk
Joot, Director of Marketing
Karen has 20 years of experience as a content developer. Before joining Joot, she operated a small editorial services business, where she developed over 100 print and digital products across a range of higher education disciplines. Karen brings a unique blend of content and design expertise to the Joot marketing team.
Looking Back to Move Ahead: SEC Guidance and the New Marketing Rule
Get the latest facts on the new SEC marketing rule and understand what SEC guidance will be modified or withdrawn on the November 2022 compliance date.
Straight Talk: A Discussion with Eric Powell, Part 1
Read Part 1 of our interview with Eric Powell, founder of RightPlan Financial and the Future Mill, to learn what registered investment adviser (RIA) firms can do for their clients, what it means to build trust, how to leverage technology to manage compliance, and other fun stuff.