December 03, 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 experience 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 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.
December 01, 2025
I’m excited to welcome Financial Advisors Jason and Wayne Thompson to Janney. The team joins our Florence, South Carolina office from Ameriprise with more than 50 years of combined industry experience.
If you’re looking for a firm where you have the flexibility to run your practice with the tools, people, and culture that truly puts the clients at the center of every decision, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/12/01/janney-welcomes-two-financial-advisors-in-florence--south-carolina
November 24, 2025
The Guide to Retirement: Understanding Employee Planning Decisions
Couldn't attend our recent PlanWise webinar? No problem—click below to watch the full recording.
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 17, 2025
I’m pleased to welcome Jembelis Kinkel Financial Partners to our Purchase, New York office. The team joins us from David Lerner Associates, drawn to Janney’s culture and resources that empower them to run their business their way.
Interested in learning how Janney can support you? Let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2025/11/14/jembelis-kinkel-financial-partners-joins-janney-in-purchase--new-york
November 13, 2025
Tax-Smart Charitable Giving Strategies in Light of OBBBA
Giving back feels good—and with the right strategy, it can be smart too.
Explore how updates under the One Big Beautiful Bill Act may influence your charitable plans and your tax outlook.
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 22, 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 21, 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 20, 2025
Play Zone®️
What if you could test-drive your financial future?
Play Zone®️ is a powerful, interactive tool that helps you explore different financial scenarios and instantly see how they affect your plan’s success.
Start exploring today—log in to your Online Access to get started!
October 17, 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
October Investment Perspectives
This month, our Investment Strategy Group weighs Tech’s staying power, unpacks the rise of private credit, and analyzes what lies ahead for the stock market.
Read the full report here: https://www.janney.com/wealth-management/education/market-commentary/detail/insights/2025/10/10/october-investment-perspectives
October 10, 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 08, 2025
Recent Event: A Medicare Primer
Missed our recent presentation on Medicare? Watch the full recording and gain key insights from Carlo Cordasco, Senior Director at Nationwide by clicking the link below!
October 06, 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.
