March 19, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
March 18, 2026
Plan for More™️
Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s #PlanforMore.
For more information, visit: https://www.janney.com/campaigns/plan-for-more
March 13, 2026
Investment Themes for the Next Decade
Big shifts are underway. See what our Investment Strategy Group is watching as investors look toward the next decade.
March 12, 2026
What Advisors Really Crave: Culture, Growth, and Equity
In a recent AdvisorHub article, Kathy Capuano, Janney’s Head of Advisor Recruiting and Market Growth, shares the three factors advisors consistently say matter most when considering a new firm: culture, growth, and equity.
Read the full article to see what advisors should look for when evaluating their next move. https://www.advisorhub.com/resources/what-advisors-really-crave-culture-growth-and-equity/
March 11, 2026
Fixed Income in the Wake of the Iran Conflict
In the wake of the Iran conflict, fixed income markets are responding in unexpected ways. In this update, our Investment Strategy Group breaks down what investors should be watching.
March 11, 2026
I’m excited to share that Scott Patterson has joined Janney in our Hunt Valley, Maryland office. Previously with Raymond James, Scott joins Griffin Wealth Management, led by Financial Advisor and Branch Manager Kevin Doyle, who joined Janney last year.
If you’re considering what greater alignment and support could look like for your practice, I’d welcome the conversation.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/09/financial-advisor-scott-patterson-joins-janney-in-hunt-valley--maryland
March 11, 2026
I’m pleased to welcome Noel Becker to Janney. Most recently with UBS, he continues our growing presence in Northeast Ohio, joining our Hudson office which opened last year. Janney’s advisor-centric culture and personalized support are designed to help advisors grow their practices and deliver superior client service. If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/10/janney-welcomes-noel-becker-in-hudson--ohio
March 10, 2026
March Investment Perspectives
In this issue, our Investment Strategy Group offers perspective on China, the relationship between oil prices and bond markets, and how geopolitical conflict may influence the market backdrop.
March 10, 2026
Understanding Trump Accounts: The New Way to Save for Kids
Families have a new option to consider when saving for a child’s future. Trump Accounts are expected to become available this year, with specific rules and tax considerations.
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
March 03, 2026
Military Escalation in Iran
Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.
February 24, 2026
Janney’s Retirement Plan Education Center
Simplify your 401(k) communication and strengthen your plan oversight.
We’re helping plan sponsors cut through the noise with Janney’s Retirement Plan Education Center, a branded hub that centralizes plan details, videos, and key links for employees — all in one simple site. If your plan communications could use a refresh, let’s connect.
February 20, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
February 20, 2026
Beware of These Top Tax Scams When Filing Your Taxes
Tax season is here — and so are scams. Fraudsters often pose as the IRS through emails, phone calls, texts, and even social media messages. Knowing the red flags can help you better safeguard your personal and financial information.
February 10, 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 10, 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 06, 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 05, 2026
Discover Generous Tax Credits for Start-Up 401(K) Plans
Thinking about a start-up 401(k)? This article offers an overview of tax credits that may be available to eligible employers. Learn more: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/19/discover-generous-new-tax-credits-for-start-up-401(k)-plans
