April 19, 2024
Shore to Shore Private Wealth Joins Janney in Lewes, Delaware
We’re excited to welcome Shore to Shore Private Wealth in Lewes, Delaware. The experienced four-person team joins Janney from Merrill Lynch. Janney’s independent-minded culture and award-winning capabilities provides the team with the autonomy and resources to build their business around their unique needs.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
April 03, 2024
Forbes Recognizes 47 Janney Financial Advisors as Best-in-State Wealth Advisors
Congratulations to the record number Janney Financial Advisors who have been named Best-in-State Wealth Advisors by Forbes. We are proud to work alongside these talented advisors and celebrate their commitment to delivering a hyper-personalized, best-in-class wealth management experience.
March 25, 2024
We're pleased to welcome Financial Advisor Matthew Robinson in Harrisonburg, Virginia. Previously associated with Osaic, Matthew joins the firm with over 15 years of industry experience. Join Janney if you’re seeking an advisor-centric culture that allows you to serve your clients with flexibility and autonomy.
March 21, 2024
Tom Galvin Joins Janney’s Private Client Group in Leadership Role
We’re pleased to welcome Tom Galvin to Janney. Joining the firm from Raymond James, Tom brings over 25 years of industry experience and is a highly respected and proven leader. Tom will work with Janney’s leadership team on strategic initiatives focused on recruiting and advisor support and lead Janney’s growth in the Northern Florida market.
March 17, 2024
Seven Janney Financial Advisors Named Barron’s Top 1,200 State by State Advisors
Congratulations to the seven Janney Financial Advisors recognized by Barron’s as Top 1,200 State by State Advisors. We’re proud to support them with the resources and tools they need to deliver personalized, comprehensive wealth management advice.
March 11, 2024
At Janney, our Financial Advisors and clients know we have stability they can count on. Can you say the same? Watch this video to hear Janney Financial Advisors and firm leaders speak about how the Janney's financial strength, private ownership, and history of stability is a legacy you won’t find at other wealth management firms.
March 01, 2024
Consider a Backdoor Roth if You Make Too Much to Contribute to a Roth IRA
If your income is too high for a Roth IRA, consider this backdoor strategy, which allows you to convert from a traditional IRA to a Roth—despite IRS-imposed income limits.
February 23, 2024
11 Janney Financial Advisors Named Best-in-State Women Wealth Advisors by Forbes
Congratulations to the record number of Janney Financial Advisors who were named Best-in-State Women Wealth Advisors by Forbes. They represent the best of our industry and we’re proud to support them at Janney.
February 21, 2024
Four Janney Financial Advisors Recognized by Financial Planning as Top 40 Brokers Under 40
Congratulations to @georgezaki and the Janney Financial Advisors named Top 40 Brokers Under 40 by Financial Planning. We’re proud of their accomplishments and efforts to move our industry forward.
February 19, 2024
The Johnson Group joins Janney in Albany, New York
We're pleased to welcome The Johnson Group to Janney in Albany, New York. The team was previously associated with Steward Partners Global Advisory. We look forward to supporting them with comprehensive resources to meet client needs within a boutique culture that ensures flexibility and autonomy.
February 08, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities. Thank you to our clients and team for another rewarding year.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 23, 2024
Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors
Janney’s culture and support makes the firm a destination for Financial Advisors looking for the freedom to run their practice the way they want. Read the full article. https://www.advisorhub.com/resources/janneys-branch-manager-of-the-year-on-the-firms-culture-and-support-of-financial-advisors/
January 09, 2024
Forbes Recognizes 60 Janney Teams as Best-in-State Wealth Management Teams
Congratulations to the record number of Janney teams named Best-in-State Wealth Management Teams by Forbes. The firm’s boutique culture, financial stability and comprehensive platform enable our advisors to do what they do best - serve the needs of their clients.
January 04, 2024
Janney Adds 27 Experienced Financial Advisors in 2023
Janney added 27 experienced Financial Advisors to our Private Client Group in 2023, adding over $3.5 billion in assets under advisement. The advisors joined the firm from Goldman Sachs, Merrill Lynch, Raymond James, Wells Fargo Advisors and more. Read more about our additions and why Janney offers a compelling environment for experienced Financial Advisors.
January 03, 2024
Outlook 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
December 09, 2023
Janney Names Bruce Milstein Branch Office Manager of the Year
Congratulations to Bruce Milstein on being named Janney’s 2023 Branch Office Manager of the Year. Since joining the firm in 2022, Bruce has made an immediate impact on our New York City complex by supporting the growth of his branch offices and recruiting new Financial Advisors to the firm while demonstrating exceptional leadership and character.