November 22, 2024
Clean Energy Investment Implications
Our Investment Strategy Group examines how the shift toward clean energy is shaping economic activity and the long-term investment implications.
November 21, 2024
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
Recently, we welcomed eight Financial Advisors to Janney from Kestra, LPL, and Raymond James, bringing more than $1 billion in assets collectively. Their decision highlights Janney as a destination of choice for advisors seeking flexible capabilities, an advisor-centric culture, and the autonomy to run their practice—with personalized support for both them and their clients. Read more: https://www.investmentnews.com/broker-dealers/janney-adds-11b-with-ex-kestra-lpl-and-rayjay-teams/258018
November 20, 2024
We’re pleased to announce the opening of our new Chicago branch office, led by Ned Kennedy, Janney’s new Complex Director. Ned will help drive Janney’s growth in the Chicago market, focusing on recruiting experienced Financial and ensuring excellent support for our advisors and their clients. He joins the firm from Wells Fargo. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/20/janney-opens-branch-office-in-chicago--welcomes-ned-kennedy-as-complex-director
November 20, 2024
We’re pleased to welcome Financial Advisor Bob Stiles to our Charlotte, North Carolina office. Formerly with Baird, Bob’s addition continues our growth in the region and overall recruiting momentum as advisors continue to seek a firm like Janney, with award-winning resources, advisor-centric culture, and independence to run their practice their way. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/19/financial-advisor-bob-stiles-joins-janney-in-charlotte
November 20, 2024
November Investment Perspectives (Special Election Edition)
Read the latest Investment Perspectives from our Investment Strategy Group for an in-depth look at the election’s economic impact. Explore how the results could shape economic policies, market outlook, and whether recent gains signal a lasting trend.
November 19, 2024
We Remain Optimistic on the Economy and Stocks Post-Election
Our Investment Strategy Group analyzes what you need to know about the latest market and economic news. Read more.
November 11, 2024
We’re pleased to welcome Financial Advisor Joseph Pardi in Boca Raton, Florida. He was previously associated with Wells Fargo. We’re confident that our boutique culture with award-winning capabilities and support will best allow Joe to exceed client expectations.
November 09, 2024
Investment Implications of Presidential Election Results
Our Investment Strategy Group explores the potential investment implications of the election results and the importance of focusing on long-term investment goals.
November 07, 2024
We’re pleased to welcome Butler Private Wealth Group, led by Financial Advisor Paul Butler, to our Bedminster, New Jersey office. Formerly with UBS, Paul brings over 40 years of industry experience to Janney. We look forward to supporting his practice as he continues delivering exceptional service to his clients. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/06/janney-welcomes-butler-private-wealth-group-in-new-jersey
November 06, 2024
Restructuring Your Assets to Qualify for Medicaid
Did you know Medicaid can help you cover long-term care and home healthcare costs? While eligibility can be very complex, with some thoughtful estate planning, you may be able to qualify for this valuable benefit. Read more.
November 05, 2024
Feeling prepared to meet those costs is easier when you take a few steps ahead of time.
Are you ready to tackle long-term care costs? Taking proactive steps now can make all the difference. Check out this article for a helpful checklist to guide you on this important journey. Learn more.
November 01, 2024
We’re excited to announce the addition of HD Wealth Partners, a five-person team located in Cincinnati, Ohio and St. Petersburg, Florida. Previously associated with Raymond James, the team brings significant wealth management experience and we’re confident Janney’s full-service platform and comprehensive resources will support them in meeting the unique needs of their clients.
November 01, 2024
Healthy Economic Growth Bodes Well for Profits and Stocks
Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.
November 01, 2024
Estate Planning for Procrastinators
Are you considering the growth of your estate over time? Even with withdrawals for retirement income, your total estate value could potentially be pushed over the projected exemption amounts. Click here to learn more about estate planning:
October 31, 2024
We’re pleased to announce the addition of Markley Beckley Wealth Advisor, a six-person team previously associated with LPL, to Janney’s Buckeye Complex. The team joins our new office in Cambridge, Ohio, Janney’s ninth location in the state and second new office the complex has opened in October.
Janney continues to be a destination for independent-minded advisors seeking an entrepreneurial culture with the resources of a large firm.
October 31, 2024
Embrace the spookiness, creativity, and sweet treats that come your way. Have a fa-boo-lous Halloween.
October 30, 2024
Financial Planning: Helping You See the Big Picture
Financial planning helps you prioritize and achieve your goals by providing a clear roadmap tailored to your needs. Discover how a comprehensive financial plan can guide your financial future with needed advice and personalized strategies.
October 24, 2024
Janney is proud to announce Jenny Daly as the 2024 Outstanding Woman Advisor of the Year. The annual recognition highlights exceptional client service, community engagement and commitment to professional development. Jenny exemplifies the best of our firm, and her contributions are helping to shape the future of our industry. https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/10/22/jenny-daly-named-janney-s-2024-outstanding-woman-advisor-of-the-year
