February 17, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
February 12, 2026
February Investment Perspectives
This month, our Investment Strategy Group explores gold’s potential role in portfolios, key drivers shaping the bond market in 2026, and a challenging stretch for the technology sector.
February 09, 2026
I’m excited to welcome Financial Advisor Chip Hoke to Janney in our Lancaster, PA office. Previously with RBC Wealth Management, Chip has more than 40 years of experience providing exceptional client service and oversees over $220 million in client assets. He joins Janney’s Lancaster Wealth Group.
If you’re looking for the right partner for your business and the firm that will help you serve your clients best, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/06/financial-advisor-chip-hoke-joins-janney-in-lancaster--pennsylvania
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 29, 2026
I’m pleased to welcome Frank Subasic to Janney as Complex Director for the new Coastal Carolina Complex. With more than 30 years of experience, Frank will help drive Janney’s growth across coastal North and South Carolina by focusing on supporting Financial Advisors and recruiting experienced professionals to the firm.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/01/26/frank-subasic-joins-janney-as-coastal-carolina-complex-director
January 24, 2026
We Continue to See Many Reasons for a Positive Outlook for Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 20, 2026
Long-Term Capital Market Assumptions 2026
In this anticipated report, our Investment Strategy Group updates its 2026 long-term return outlook across major asset classes and model portfolios.
January 02, 2026
Seize Opportunities to Maximize Your Retirement Savings
Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.
December 15, 2025
Out With a Bang, Not a Whimper
Our Investment Strategy Group examines the Federal Reserve’s third consecutive rate cut and what it means for investors.
December 08, 2025
I’m pleased to welcome David Lojpersberger to Janney as Complex Director for our new Greater Philadelphia Complex. He will lead both organic and inorganic growth initiatives, focused on supporting Financial Advisors and recruiting experienced professionals for Janney’s Blue Bell, Bryn Mawr, New Hope, Philadelphia, and Wyncote offices.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/03/david-lojpersberger-joins-janney-as-greater-philadelphia-complex-director
December 05, 2025
Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on what you should know about the markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group | Mark Luschini, Chief Investment Strategist | Guy LeBas, Chief Fixed Income Strategist.
December 01, 2025
A Family Conversation on Estate Planning
Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.
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 30, 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.
October 23, 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
Janney Advisor Stories - Hany Farag
What happens when you choose a firm that truly invests in you? Just ask Hany Farag. After leaving UBS, he joined Janney’s NYC office and has seen 40% growth in AUM. When you join Janney, you’ll get more than an ownership stake in the firm. You’ll be part of a team that’s committed to giving you the tools to support your clients and build success for yourself.
October 16, 2025
Janney Advisor Stories - Clark Brothers Wealth Management
Your clients deserve stability and continuity, not disruption. Janney’s commitment to seamless advisor transitions is exemplified by Clark Brothers Wealth Management, who secured 90% of their AUM in just 40 business days. Advisors who join Janney benefit from an innovative digital platform, a personalized plan, and Janney’s award-winning transition support team, leading to an average target client retention rate of 94%.*
*Advisors who joined Janney in 2023.
