News and Commentary
Video Library - "Your Daly Dose"
Getting Organized By Taking a Financial Inventory
When was the last time that you took your personal finance inventory?
Leaving Your Employer?
Don’t Forget Your Retirement Savings Plan
The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
Putting off investing can cost you in the long run.
Industry Events & Professional Development
AdvisorHub Advisors to Watch 2024
In June 2024, Jenny Daly was recognized by AdvisorHub as one of its 250 “Advisors to Watch". Advisors are ranked on a number of criteria including assets, level of service, growth of practice, professionalism, community service and diversity.
Welcome to Janney Owen Corry
In my ongoing effort to provide unparalleled service to my clients, I am very pleased to announce the addition of my new team member: Owen Corry — Private Client Associate ! Owen will be joining the Hackensack, NJ branch and working with Helen and I as a Private Client Associate focusing on client service. Owen is a recent graduate of the New Jersey Institute of Technology (NJIT), where he earned a B.S. in Financial Technology and an MBA with dual concentrations in Finance and Marketing. During his time at NJIT, Owen was a member of the Men's Lacrosse team and served as team captain for two years. Outside of the office, Owen enjoys outdoor activities, sports, and spending quality time with his family. As an avid lacrosse player, Owen spends some of his free weekends coaching youth lacrosse. Owen can be reached at 201.883.5605 or ocorry@janney.com Please join me in welcoming Owen!
2024 Wealth Management Conference
Attending Janney's 2024 Wealth Management Conference in Baltimore was fantastic. I enjoyed connecting with colleagues and Janney leadership, learning about the latest advancements & financial planning tools, and hearing from leading industry experts about current financial planning and investment trends to better serve the needs of my clients.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 24, 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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
