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 16, 2026
Investment Themes for the Next Decade
Big shifts are underway. See what our Investment Strategy Group is watching as investors look toward the next decade.
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 12, 2026
March Investment Perspectives
In this issue, our Investment Strategy Group offers perspective on China, the relationship between oil prices and bond markets, and how geopolitical conflict may influence the market backdrop.
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 05, 2026
Military Escalation in Iran
Markets are digesting a fast-moving escalation in Iran, with the near-term focus on energy—especially the Strait of Hormuz and oil supply risk. Our Investment Strategy Group outlines what to watch and why volatility may persist.
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 02, 2026
Beware of These Top Tax Scams When Filing Your Taxes
Tax season is here — and so are scams. Fraudsters often pose as the IRS through emails, phone calls, texts, and even social media messages. Knowing the red flags can help you better safeguard your personal and financial information.
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 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 09, 2026
Janney's Tax Resource Center
Tax season comes with a lot of paperwork. This quick guide outlines when common tax forms are mailed and what you can expect to find in each one. Explore additional resources in the Janney Tax Resource Center.
February 05, 2026
I’m excited to welcome Financial Advisor Robert Dunkley to Janney in our Osterville, Massachusetts office from Ameriprise. I’m looking forward to seeing him continue to grow his practice and serve clients.
If you’re looking for the right fit for your business, let’s talk.
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 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 26, 2026
3 Smart Steps to Start Investing
Ready to start investing but not sure where to begin? Learn three smart steps to help you build confidence and create a plan that fits your life: https://www.janney.com/wealth-management/education/all-education/detail/education/2025/12/12/3-smart-steps-to-start-investing
