Recent Updates

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.

⚾ It's that time of year again — the crack of the bat, the smell of fresh-cut grass, and the unmistakable feeling that THIS could be our year. 🔴 The Philadelphia Complex of Janney is proud to cheer on our beloved Philadelphia Phillies as Opening Day arrives and spring breathes new life into the city we're honored to call home. Spring is more than a season — it's a reminder that fresh starts are possible. New innings. New opportunities. New reasons to believe. Whether you're watching from Citizens Bank Park or catching the first pitch from your office, there's an energy in Philadelphia right now that's impossible to ignore. As we welcome warmer days and longer nights, our team at Janney channels that same spirit into everything we do — showing up with preparation, passion, and an unwavering commitment to our clients. Here's to a season full of clutch performances, postseason magic, and — dare we say it — a World Series banner flying over South Philly by October. 🏆 Ring the bell. Let's go, Phillies! 🔔❤️ #Phillies #OpeningDay #RingTheBell #Philadelphia #Janney #SpringHasSprung #WorldSeries

I’m pleased to welcome Financial Advisor Drew Oberg to Janney in Cary, North Carolina. Previously with Edward Jones, Drew joins Fried Mouro Wealth Management, an established team that joined Janney in 2019. I’m confident that Janney’s culture, personalized support, and platform will help Drew and the team continue to grow while staying focused on serving clients well. If you’re thinking about what the right partner could look like for your business, let’s connect.

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/

Learn more about the latest developments in the Iranian conflict in this week’s Investment Strategy Group update.

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

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

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

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.

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

Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?