News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 10, 2026
Very pleased to welcome Guy Jardine and Lori Cheslock to the Janney, Montgomery Scott family as we continue our firm’s expansion with the addition of the Akron, Ohio office. Formerly with Raymond James, his decision to join Janney reflects the growth we continue to see across our firm with advisors seeking a boutique, advisor-first culture backed by the resources and flexibility to serve clients their way. Great to have these new shareholders as part of our firm!
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/2026/06/10/financial-advisor-guy-jardine-joins-janney-in-akron--ohio
Janney News
Janney Advances Growth Strategy with Appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth
She brings extensive experience placing top financial advisors across the industry.
Janney Opens Branch Office in Chicago, Welcomes Ned Kennedy as Complex Director
Ned Kennedy to Lead Expansion and Advisor Recruitment in Key Midwest Market
Janney Adds 12 Financial Advisors in First Half of 2024
Adds over $2.2 billion in assets under advisement to Private Client Group.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Plan for 100: Income Planning for a Longer Life
Living longer is no longer just a possibility—it’s a planning reality. With many individuals now living into their 90s and beyond, how can you prepare for a retirement that could last decades?
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
529 plans have long been a powerful way to save for education in a tax-advantaged manner. In recent years, however, legislative changes have significantly expanded how these plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
