We were proud to be invited to attend Janney’s 2026 Elite Financial Advisor’s Conference. Only top advisors were invited, and it was an excellent opportunity to learn about the latest trends in our industry! It showcased knowledge that will help our ongoing efforts to meet our clients' needs.
Here are a few highlights from the conference:
- Key trends shaping the financial markets presented by Lauren Goodwin of New York Life.
- Insights on navigating alternative investments and best practices for client portfolios from Terry Simpson, Senior Investment Strategist (Ares); Ryan Shugrue, Director of Wealth Management Research; and George Zaki, Financial Advisor.
- How AI is transforming the industry and advisor workflow, shared by Brett Riggi, Janney’s Chief Operating Officer, Kevin Bishopp, and George Zaki.
We're excited to share what we’ve learned and apply it to help meet our clients' financial goals!
