November 26, 2025
Advisor Q&A: Finding a Firm That Fits: How One Advisor Tripled AUM With the Right Support
AdvisorHub recently spoke with Scott Phelan, Executive Vice President/Wealth Management, Financial Advisor at Willett Phelan Myers Rodts Wealth Management Group in Duluth, Georgia about why he chose to move to Janney Montgomery Scott, the support and relationships he values at Janney, and the trends he sees shaping the future of the business.
November 24, 2025
9 Considerations for 2025 Year-End Tax Planning
The end of the year is fast approaching. Planning ahead can help you avoid surprises and take advantage of key opportunities. Review nine important steps to help you finish the year strong.
November 19, 2025
I’m excited to share GFR & Associates has joined the firm from UBS, establishing a new office in Hudson, Ohio. This is our third new office this year, reflecting Janney’s continued recruiting momentum.
I look forward to seeing the team thrive at Janney, where they have a culture centered around advisors, empowering them to build their business their way.
Are you looking for the next step for your team? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/17/gfr---associates-joins-janney--opening-new-office-in-hudson--ohio
November 15, 2025
Recent Event: Year-End Planning: Tax and Estate
Missed our recent webinar on year-end tax and estate planning? No problem—click the link below to watch the full recording. Discover valuable insights into the latest tax rules and learn how they could impact your financial strategy as the year comes to a close.
November 15, 2025
If you sponsor a 401(k) Plan, now is a great time to evaluate your employee engagement strategy:
• Are the topics covered of interest to your employees?
• Are you combining virtual and in person meetings for maximum results?
• Do your employees feel confident in their financial security?
Janney is passionate about financial wellness and improving the quality of life for participants in retirement. Contact our team to discuss ways to design an engagement strategy aligned with your plan goals.
November 11, 2025
West Haven Private Wealth
I’m excited to share Janney’s continued growth as we expand into Texas with the addition of West Haven Private Wealth. The team joins us from RBC and will open our new Dallas office.
We’re also welcoming Mark Giles as Market Development Director, focused on leading our growth across Texas.
It’s an exciting time at Janney. Interested in learning why advisors continue to choose us? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/10/janney-expands-into-texas-with-opening-of-dallas-office-and-addition-of-west-haven-private-wealth
November 03, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.
October 31, 2025
Flying Blind
Our Investment Strategy Group discusses key takeaways from the latest Federal Reserve meeting and what it means for investors.
October 24, 2025
I’m pleased to welcome Financial Advisor Patricia Selin to Janney in our Boca Raton, Florida office. Patty joins us from Morgan Stanley and continues our recruiting momentum in Florida.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/22/financial-advisor-patricia-selin-joins-janney-in-boca-raton--florida
October 20, 2025
I’m excited to welcome Belice Leininger Private Wealth to Janney’s Pittsburgh office. The team joins us from UBS, drawn to our rare combination of a boutique culture with the strength and resources of a larger firm.
If you’re looking for a firm that puts you first, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/16/belice-leininger-private-wealth-joins-janney-in-pittsburgh
October 14, 2025
I’m pleased to welcome Lord Kirstien Wealth Management to our Media, Pennsylvania office. The team joins us from Morgan Stanley and was attracted to our advisor-focused culture and flexibility to run their practice, backed by the resources and support to help them grow.
If you’re looking for a change, and a firm that can support you in your growth, let’s talk.
Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/10/10/lord-kirstien-wealth-management-joins-janney-in-media--pennsylvania
October 03, 2025
Safeguard Your Legacy: The Importance of Organizing Physical Stock Certificates
Still holding physical stock certificates? These assets require careful management to ensure they’re easily transferred and preserved for future generations.
Learn why securing and digitizing them is a smart move for your estate plan.
October 03, 2025
Fixed Income Market Update
In a shifting rate landscape, balance is key. Our latest fixed income market update highlights how a barbell of high-grade bonds and private credit—where appropriate—may help investors manage risk and pursue opportunity.
Read the full report by clicking the link below.
October 03, 2025
Determine How Life Insurance Fits in Your Financial Plan
Life insurance isn’t one-size-fits-all. Whether it’s protecting your family or planning your legacy, the right coverage can help you reach your goals.
September 19, 2025
Don’t Overlook This Hidden Retirement Risk
Even the most carefully built retirement plans can face unexpected challenges. Learn about a commonly overlooked risk and how thoughtful planning may help you stay on track.
September 19, 2025
September Investment Perspectives
In this edition of Investment Perspectives, our Investment Strategy Group examines the possibilities for European equities, unpacks the latest trends in inflation dynamics, and breaks down September’s cautionary market tone.
