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
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.
July 24, 2024
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
June 10, 2024
I’m looking forward to attending Janney’s 2024 Wealth Management Conference. It will be an excellent opportunity to connect with colleagues and hear from leading industry experts about the latest financial planning and investment trends to help meet the unique needs of my clients.
June 03, 2024
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 31, 2024
Wealth management firm Janney Montgomery Scott expands NC presence with new Charlotte team
We’re excited to expand our presence in North Carolina with the addition of The McCollum Group, a distinguished Charlotte-based wealth management team. The group, led by veteran financial adviser Travis McCollum, has been a prominent advisory team in Charlotte for five decades known for their client-first approach.
The group's addition comes as Janney has more than doubled its footprint in the Charlotte region over the last four years.
"We believe that Janney’s unique, client-centric culture is very appealing to many of these advisers and would like to continue to grow in the Charlotte market," said Tim Jones, Complex Director for Janney’s Charlotte Complex.
Read the full article from the Charlotte Business Journal. https://www.bizjournals.com/charlotte/news/2024/05/08/janney-montgomery-scott-mccollum-group-wealth.html
May 29, 2024
Brett Riggi Joins Janney as Chief Operating Officer
We're excited to announce Brett Riggi as Janney’s Chief Operating Officer. He will become a member of the firm’s Executive Leadership Team and assume oversight of Janney's technology, data and insights, and firm operations. Brett joins Janney from UBS where he was most recently Head of Trading, Advisory, Wealth Planning, and Performance Reporting Technology for Wealth Management USA.
May 02, 2024
The McCollum Group Joins Janney in Charlotte
Janney is excited to welcome The McCollum Group in Charlotte, North Carolina. Formerly associated with Baird, the team is led by Financial Advisor Travis McCollum and is a valuable addition to the firm as we continue to expand our presence in the region.
February 01, 2024
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 31, 2024
2023 was another successful year at Janney! Watch this video to learn about some of our firm results and initiatives and how we’ve worked to meet the needs of our clients, people, and communities.
January 09, 2024
Janney Closes Acquisition of Middle Market Investment Bank TM Capital
We’re pleased to announce the closing of our acquisition of TM Capital, a premier middle market investment bank specializing in M&A advisory. The acquisition continues the growth of our Capital Markets Group and makes Janney one of the largest investment banks in Atlanta.
January 03, 2024
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
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 08, 2023
Janney Expands Investment Banking Platform with Acquisition of TM Capital
Janney continues the growth of its Capital Markets Group with the acquisition of TM Capital, a premier middle market investment bank. The partnership provides transaction expertise that aligns with the needs of our Private Client Group, adds scale to our investment banking and advisory business, and greatly expands Janney’s private equity client base.
October 03, 2023
Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
