Awards
Computerworld Names Janney a Best Place to Work in IT
Marking the eighth consecutive year the firm has received this prestigious recognition.
Janney Recognized as a 2025 CIO 100 Award Recipient For Technology Innovation
Janney earns honor for its Portfolio Construction Tool and Integrated Platform Screener
Janney Earns Great Place to Work Certification for Second Consecutive Year
The certification recognizes employers that create an outstanding workplace experience.
Why Janney
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Marketing Support
We know that Marketing is a key component of an advisor’s business plan. Janney’s Marketing & Corporate Communications team is your resource and partner to reach your audience and grow your business.
A Culture Focused on You
At Janney, you’re more than a number. You’re a valued partner—and your success matters.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
At Janney, we're committed to fostering an environment where women financial advisors can grow, lead, and make a meaningful impact. Hear how Financial Advisor Lorrie Riggs has built a rewarding career at Janney over nearly four decades and why our collaborative culture continues to make a difference.
September 30, 2026
Why Human Advice Still Matters in an AI-Driven World
Can technology understand what matters most to you? In an increasingly AI-driven world, the value of a Financial Advisor goes beyond providing information. Explore why human advice remains an important part of financial planning.
September 17, 2026
Leave a Larger Legacy Using IRA (RMD) Maximization
If leaving a legacy is one of your long-term financial goals, how you use retirement assets you don’t need for current income can be an important part of the planning process. Learn about IRA Maximization and how this strategy may help address tax considerations for certain individuals and their heirs.
Janney News
Janney Adds 33 Experienced Financial Advisors in 2025
Adds over $6.5 billion in client assets to Private Client Group.
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 Adds 27 Experienced Financial Advisors in 2024
Adds over $4.3 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.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.