July 25, 2024
![Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/4930a637bca84108bfeddf2a45f67c24.jpg)
We’re excited to announce that KKR investment funds and our parent company, The Penn Mutual Life Insurance Company, have signed a definitive agreement under which KKR investment funds will acquire Janney Montgomery Scott.
“We are excited to enter this next chapter in our nearly 200-year history with a new value-added strategic partner. KKR has demonstrated they value our client- and advisor-centric culture and share our deep conviction in the tremendous opportunities ahead for our business,” said Tony Miller, President at Janney. “We look forward to working with KKR to invest further in our growth and enable our talented team to further improve the advice and services we offer our clients.”
Read more: https://bit.ly/4cTVLiD
July 05, 2024
![Janney Adds 12 Financial Advisors in First Half of 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8deec4209a46439e86c248b006584f65.jpg)
Janney Adds 12 Financial Advisors in First Half of 2024
We’re pleased 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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3344dc6adfc2493cb4cd930efc92ceee.jpg)
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 20, 2024
Our team is consistently called upon by leading national, local, and trade publications to provide trusted insights and expertise on timely topics and industry trends. From CNBC to Barron’s, check out the highlights included in this video.
June 17, 2024
![June Investment Perspectives Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/3f89ef04c799480a85691dfd4dfb6e8b.jpg)
June Investment Perspectives
In the latest edition of Investment Perspectives, our Investment Strategy Group discusses the state of consumer activity in the U.S. economy, how the neutral rate of interest serves as a benchmark for investors, and takes a look at cap-weighted vs. equal-weighted indices.
June 03, 2024
![The Family Conversation on College Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0aabe436af5c47dcaa79b3636f891dac.jpg)
The Family Conversation on College Planning
The topic of college planning is one of the most important conversations you can have as a family. This article can help you start one.
May 15, 2024
![Janney's 2024 Mid-Year Market Update Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/b99ed798dc6e44d6954d300053b1a9e1.jpg)
Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares its views on the economy and markets, its outlook for the remainder of 2024, and what you should know about the potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
May 01, 2024
![Planning Strategies for Remaining 529 Balances Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/05354e6ebf4748afbeb7bd0b3ca46d43.jpg)
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 11, 2024
![Window of Opportunity: Leveraging the Estate and Gift Tax Exemption Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/c9772ce5065d44d8b5202395eac821ff.jpg)
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.
March 13, 2024
![Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime. Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/0022e7694839462da57bc0b83279d11c.jpg)
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
Janney has once again invited retired FBI Special Agent, Jeff Lanza to present his popular webinar on how to protect yourself from the latest trends in identity theft and cybercrime. You won’t want to miss this valuable program!
Featuring Jeff Lanza, Retired FBI Special Agent
March 12, 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 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/f61d3bf4e13a499d997895853a9dfc8d.jpg)
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 01, 2024
![Tax Information & Forms Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/664cde9a88724c218464bc3d9d85f345.jpg)
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 25, 2024
![Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/8f92450eb4b648f2bc1e2dea7960e005.jpg)
Janney’s Branch Manager of the Year on the Firm’s Culture and Support of Financial Advisors
Janney’s Branch Manager of the Year, Bruce Milstein, Complex Director in New York City, was recently profiled in AdvisorHub, sharing his thoughts on how 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 03, 2024
![Outlook 2024 Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/d782cc43f53c47ddb4c7f8ed32d9b3c7.jpg)
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 01, 2023
![9 Considerations for 2023 Year-End Tax Planning Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/81761b635e8f4a6da22b3b8b07a9a656.jpg)
9 Considerations for 2023 Year-End Tax Planning
Find time for your financial health during your holiday plans by considering the year-end estate and tax planning strategies highlighted in this article.
November 30, 2023
![Janney's 2024 Market Outlook Recent Update Photo](https://hsl-pnw-downloadable-files.s3.amazonaws.com/922/123f396a0e0447888492019b1bcd1c22.jpg)
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions