News and Commentary
Workshops
Regional Advisory Pricing Workshop
Janney's Pittsburgh Complex hosted a Regional Advisory Pricing Workshop for our financial advisors focused on strong pricing of services.
Private Client Associate Workshop
In April, Janney's Pittsburgh Complex hosted a Private Client Associate Workshop in our Pittsburgh and Wexford offices.
Proft & Loss Workshop
In November, Janney's Pittsburgh Complex hosted a Profit & Loss Workshop for Branch Managers.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 22, 2024
The Pittsburgh Complex is Happy to Welcome Both Sam and Ben to the Team!
Samuel Silverberg, CFA, Financial Advisor, joins Loyalhanna Wealth Advisors with a decade of experience in the Financial Services industry.
Benjamin Ziolkowski, CFA, CFP®️, Financial Advisor Trainee, has joined Baum Private Wealth Advisors with 7 years of experience. #Pittsburghcomplex #LoyalhannaWealthAdvisors #BaumPrivateWealthAdvisors
Janney News
KKR to Acquire Janney Montgomery Scott from Penn Mutual
Following the close of the transaction, Janney will become a standalone private company that will continue to operate independently.
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Brett Riggi Joins Janney as Chief Operating Officer
Industry veteran assumes oversight of Janney's technology, data and insights, and firm operations.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
