March 21, 2026
Plan for More™️
Success looks different for everyone—but it usually starts with the same thing: a plan. If you’re ready for more clarity, more confidence, and more purpose—let’s #PlanforMore.
For more information, visit: https://www.janney.com/campaigns/plan-for-more
March 20, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
March 19, 2026
Modernizing Legacy Wealth Firms with John Yackel - WealthTech on Deck
Listen to a great conversation with John Yackel, Head of Wealth Management at Janney, on the WealthTech on Deck podcast. In this episode, John discusses:
• How Janney is innovating while preserving the culture that defines the firm
• How the firm is investing in technology modernization, advisor growth, and strategic expansion
• How Janney gives advisors the independence to build their business, backed by the support to help them grow.
Listen to the podcast here: https://wealthtechondeck.com/episodes/modernizing-legacy-wealth-firms-with-john-yackel/
March 12, 2026
I’m excited to share that Scott Patterson has joined Janney in our Hunt Valley, Maryland office. Previously with Raymond James, Scott joins Griffin Wealth Management, led by Financial Advisor and Branch Manager Kevin Doyle, who joined Janney last year.
If you’re considering what greater alignment and support could look like for your practice, I’d welcome the conversation.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/09/financial-advisor-scott-patterson-joins-janney-in-hunt-valley--maryland
March 11, 2026
I’m pleased to welcome Noel Becker to Janney. Most recently with UBS, he continues our growing presence in Northeast Ohio, joining our Hudson office which opened last year. Janney’s advisor-centric culture and personalized support are designed to help advisors grow their practices and deliver superior client service. If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/03/10/janney-welcomes-noel-becker-in-hudson--ohio
March 03, 2026
Retirement Planning for Women
Women often face unique and complex circumstances when it comes to finance and investing. Here’s how to navigate them and take control of your financial future.
March 03, 2026
5 Mistakes Investors Make When Their Financial Lives Get More Complex
As your financial life grows more complex, your planning should evolve with it. This article highlights five common mistakes investors make — from uncoordinated decisions to overlooking taxes and estate planning — and why a comprehensive approach matters.
February 27, 2026
I’m excited to welcome Warren-Fantano Wealth Management to Janney. Previously with Merrill Lynch, the four-person team manages more than $1 billion in client assets and strengthens our presence in Delaware with the opening of our new Middletown office.
I’m looking forward to seeing them grow with the flexibility, personalized support, and advisor-centric culture at Janney.
If you’re evaluating what’s next for your practice, let’s connect.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/20/warren-fantano-wealth-management-joins-janney-in-delaware
February 12, 2026
February Investment Perspectives
This month, our Investment Strategy Group explores gold’s potential role in portfolios, key drivers shaping the bond market in 2026, and a challenging stretch for the technology sector.
February 10, 2026
I’m excited to welcome Financial Advisor Chip Hoke to Janney in our Lancaster, PA office. Previously with RBC Wealth Management, Chip has more than 40 years of experience providing exceptional client service and oversees over $220 million in client assets. He joins Janney’s Lancaster Wealth Group.
If you’re looking for the right partner for your business and the firm that will help you serve your clients best, let’s talk.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/02/06/financial-advisor-chip-hoke-joins-janney-in-lancaster--pennsylvania
February 05, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 30, 2026
We Continue to See Many Reasons for a Positive Outlook for Stocks
In this article, our Investment Strategy Group provides an overview of the latest market and economic news.
January 29, 2026
I’m pleased to welcome Frank Subasic to Janney as Complex Director for the new Coastal Carolina Complex. With more than 30 years of experience, Frank will help drive Janney’s growth across coastal North and South Carolina by focusing on supporting Financial Advisors and recruiting experienced professionals to the firm.
https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/01/26/frank-subasic-joins-janney-as-coastal-carolina-complex-director
January 28, 2026
Recent Event: Janney's 2026 Market Outlook
Missed our recent 2026 Market Outlook? No problem—click the link to watch the full recording and hear our insights on what to expect for the economy and markets in 2026.
