December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
November 23, 2024
We’re pleased to announce the opening of our new Chicago branch office, led by Ned Kennedy, Janney’s new Complex Director. Ned will help drive Janney’s growth in the Chicago market, focusing on recruiting experienced Financial and ensuring excellent support for our advisors and their clients. He joins the firm from Wells Fargo. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/20/janney-opens-branch-office-in-chicago--welcomes-ned-kennedy-as-complex-director
November 19, 2024
We’re pleased to welcome Financial Advisor Bob Stiles to our Charlotte, North Carolina office. Formerly with Baird, Bob’s addition continues our growth in the region and overall recruiting momentum as advisors continue to seek a firm like Janney, with award-winning resources, advisor-centric culture, and independence to run their practice their way. Read more: https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2024/11/19/financial-advisor-bob-stiles-joins-janney-in-charlotte
November 13, 2024
Always great to spend time and share best practices with colleagues and friends at our Branch Leadership Forum. The Collaboration, Partnership, as well as Leadership present was both World Class and Refreshing!
November 09, 2024
Janney adds $1.1B with ex-Kestra, LPL, and RayJay teams
Recently, we welcomed eight Financial Advisors to Janney from Kestra, LPL, and Raymond James, bringing more than $1 billion in assets collectively. Their decision highlights Janney as a destination of choice for advisors seeking flexible capabilities, an advisor-centric culture, and the autonomy to run their practice—with personalized support for both them and their clients. Read more: https://www.investmentnews.com/broker-dealers/janney-adds-11b-with-ex-kestra-lpl-and-rayjay-teams/258018
November 08, 2024
We’re pleased to welcome Financial Advisor Joseph Pardi in Boca Raton, Florida. He was previously associated with Wells Fargo. We’re confident that our boutique culture with award-winning capabilities and support will best allow Joe to exceed client expectations.
November 06, 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 04, 2024
Janney took home top honors at the WealthManagement.com Industry Awards in the Digital Marketing Campaign of the Year category, in addition to being finalists in several other categories. Since 2016, Janney has won a total of 11 awards in categories such as transition support, technology, practice management, and Diversity, Equity, and Inclusion.
Read more: https://bit.ly/3XkEVD5
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 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 19, 2024
We’re pleased to welcome Financial Advisor Ron Arthur in Charleston, West Virginia. He was previously associated with Truist. We look forward to supporting Ron and his clients with our advisor-centric and entrepreneurial culture.
August 08, 2024
Forbes Names 5 Janney Financial Advisors Best-in-State Next-Gen Wealth Advisors
Congratulations to the five Janney Financial Advisors who have been named Best-in-State Next-Gen Wealth Advisors by Forbes. We’re proud to support their growth and development at Janney.
Read more: https://bit.ly/46BNsWo
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 05, 2024
Janney Adds 12 Financial Advisors in First Half of 2024
We’re pleased to announce that 12 experienced Financial Advisors joined Janney’s Private Client Group in the first half of 2024, adding over $2.2 billion in assets under advisement. Read more about our new additions and some other highlights from this year.
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 27, 2024
Transitioning to Janney can be easy.
Did you know that transitioning to Janney can be a smooth and rewarding process for you and your clients? Financial Advisors who joined Janney in April and May averaged 20 days to transition 75% of AUM. The advisors collectively manage over $1.6 billion in assets.
Making a transition can be seamless with the help of Janney’s experienced transition team and innovative onboarding platform. Your transition is built around you and your clients, making it easy for them to join you at Janney.
