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 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.
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 22, 2024
Janney recently hosted our annual Women Advisors Forum in Philadelphia, bringing together an inspiring group of top advisors, industry leaders, and colleagues. We're proud to provide this platform to foster connections, share valuable insights, and support the continued growth and success of our women advisors.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
September 03, 2024
Using Life Insurance as a Retirement Planning Tool
Cash value life insurance can offer you both financial security and a tax-deferred way to accumulate additional funds for retirement that can work similarly to a Roth IRA.
August 20, 2024
A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll? Join our exclusive virtual presentation to learn how to navigate the Medicare process and to help you make informed decisions for your health coverage and finances. Featuring Tim O’Mara, Vice President with Nationwide’s Retirement Institute.
Sponsored by: Nationwide
August 01, 2024
How to Start Planning Retirement Withdrawals
Planning a retirement withdrawal strategy is a fundamental step toward replacing a traditional paycheck with a long-term retirement “paycheck.”
July 26, 2024
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 02, 2024
Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
June 17, 2024
Attending Janney’s 2024 Wealth Management Conference was a valuable experience. I heard from several speakers who offered timely perspectives and insights on topics such as Social Security planning, Medicare, artificial intelligence, and market and economic updates.
I look forward to using these insights to improve my advice to clients and help them achieve their goals.
June 03, 2024
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
