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Why would someone consider direct indexing?

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Understanding how sectors work.

It was great for Jenny to be at Janney’s headquarters in Philadelphia for the two-day Financial Advisor Council meeting.Jenny is honored to serve on the Council, a small group of Financial Advisors selected to represent the perspectives of the advisor community and engage directly with Janney’s executive leadership team.She left especially excited about the strategic initiatives that were outlined and the vision for Janney’s future. They also had the opportunity to meet several of Janney’s key new leaders, and Jenny was incredibly impressed by their vision, energy and commitment to the firm’s future. There is so much to look forward to for Janney, its Financial Advisors and, most importantly, the clients they serve.Jenny was grateful for the opportunity to have a seat at the table, exchange ideas and represent the voices of her fellow advisors. It was an energizing two days!

There are some nights when you can just feel the energy in the room. Last night was one of them. 💙 Jenny was so proud to be there supporting her colleague and friend, Dawn Dupre, ADPA® as she presented Financially Fierce: Owning Your Money Story to an incredible group of women from Chief Philadelphia. Dawn was fantastic. But what Jenny loved most was what happened beyond the presentation itself — the questions, the stories, the vulnerability, the laughter and even some raw emotion. Money is deeply personal, and when women are given a comfortable space to talk about it openly, something pretty powerful happens. Jenny loved being there alongside Megan Dupre-Keating, CRPC®, ADPA®, and getting to know so many wonderful women throughout the evening. This is exactly why Financially Fierce was created. It isn't simply about investments or numbers. It's about helping women better understand their relationship with money, build confidence around their financial lives and feel empowered to own their next chapter.

In July 2026, Jenny Daly was invited to contribute to a Wall Street Journal article examining the growing impact of student loan debt on retirement planning. The article explores how millions of older Americans are carrying education debt into retirement and the financial planning strategies available to help address these challenges. Drawing on her experience helping clients navigate complex financial decisions, Jenny shared insights on how thoughtful budgeting and comprehensive financial planning can help individuals balance education debt while remaining focused on their long-term retirement goals.The article, "Student-Loan Debt Is Threatening the Best-Laid Retirement Plans," features perspectives from financial professionals across the country and highlights the importance of personalized financial planning when balancing competing priorities.Jenny is honored to have been recognized by The Wall Street Journal and remains committed to helping clients make informed financial decisions through personalized, goals-based planning.Read the full article here: https://www.wsj.com/personal-finance/retirement-student-loan-debt-a0c5e678?mod=Searchresults&pos=1&page=1

Learn what led Jenny Daly to Wealth Management and her approach to financial planning & client relationships.