Robust Technology Platform
Janney provides productivity applications directly on your desktop to both monitor and grow your practice while allowing you to become more productive and efficient in an evolving marketplace. We work with you to use these technology resources strategically and manage your business development efforts to help identify opportunities to build business and provide a better client experience.
FA Connect, which houses our Productivity Dashboard and Contact Management System, Thomson ONE, Bloomberg and Brass trading systems, and Bond Desk® are some of the applications you will have access to, in addition to business analytics tools and performance reporting. Our FAs are also offered remote access to Janney’s networks through the Blackberry network, Citrix remote access and the online email connection, Webmail.
Advanced Training and Professional Development
Janney provides extensive advanced training and professional development to help our Financial Advisors respond to client needs. To stay competitive, today’s FAs must be more professional and knowledgeable than ever before to succeed. We equip every FA with the information, tools and resources to adapt to the changing landscape while delivering the highest quality advice and solutions to your clients. Our educational and professional development programs focus on improving service to clients and growing your practice.
View our 2013 Professional Development Calendar and details.
Financial Solutions for Clients
As a Janney Financial Advisor, you and your clients have access to the full spectrum of financial solutions available today from sophisticated Investment and Wealth Management solutions to top-tier Capital Markets capabilities. These include:
Comprehensive Investment Solutions
Janney offers its clients and Financial Advisors a comprehensive investment
platform which we continually enhance and expand. We offer both individual and
institutional clients a broad range of investment solutions, including:
Our investment strategists, fixed income and equity specialists and team of research professionals provide you and your clients with insightful research and commentary on a daily, weekly and monthly basis – helping you make educated asset allocation, investment policy and portfolio management decisions that work best for your practice and your clients. In addition, client presentations, marketing materials, web content and other marketing support is available to present these capabilities to your clients.
Janney actively encourages the use of professionally managed investment accounts, such as FA-directed, or client-directed, fee-based investment advisory accounts, unified managed accounts, and separately managed accounts as they help our clients achieve their financial and investment goals. We also believe that a managed account business model helps to lead to long-term success for Financial Advisors by giving you enough time to focus on your clients’ holistic wealth management and financial needs.
Janney provides a great deal of support to FAs to help transition and maintain their advisory-based investment business. This support includes assistance with practice management, advisory products, client communication, and compliance and a comprehensive FA guide to support transition to managed accounts. We will work with you to help transition to managed accounts with the expertise of professional money managers and ongoing account monitoring from Janney’s Investment Strategy and Wealth Management professionals. Using managed accounts as the foundation of your business allows you to access:
Investment Advisory Services
The investment advisory services provided by Janney include programs offered by our Wealth Management team, portfolio management services offered by the Parker/Hunter Asset Management, a division of Janney Montgomery Scott, and the services offered by our Wealth Planning Group.
Parker/Hunter Asset Management was named as one of the Top 10 Managers of the Decade for a second consecutive year by the PSN database for its All Cap Core Equity Strategy – among a universe of 134 separate account products in the All Cap Core Equity area. There are approximately 2,000 investment managers participating in the PSN database, which covers more than 20,000 domestic and international investment products.
At Janney, we pride ourselves on equipping our FAs with the knowledge and expertise to provide their clients with superior professional advice. As a Janney FA, you can choose to work closely with our Wealth Management team, comprised of estate and tax attorneys, Certified Financial PlannersTM (CFP®), Certified Public Accountants (CPAs) and other professionals to offer your clients complete plans to help meet their personal and professional or business goals and aspirations. Our planning solutions include:
Our Wealth Management team will work with you to review our financial planning solutions as well as our extensive suite of Wealth Management products and services.
Our Capital Markets business supports clients with innovative ideas, superior investment solutions and successful execution of capital transactions while navigating across all products. Our clients include governments, institutions, private equity firms, and public and private companies.
Capital Markets provides a full range of services and delivers strategic, integrated and tailored advice. Janney Capital Markets is active in raising capital in both the public and private markets and serving as advisors in merger and acquisition (M&A) transactions. We work with clients on a highly-personalized basis and have well over 300 companies under coverage. And our equity and fixed income trading and investment teams help clients invest to address their specific investment objectives.
Frequently recognized by several notable sources such as The Wall Street Journal and the Financial Times, Janney Capital Markets’ divisions include:
Equity Capital Markets
We believe that research plays a critical role in selecting quality long-term investments for your clients’ portfolios. Janney’s award-winning analysts provide our FAs and clients with research on over 300 companies, allowing you to provide your clients with diversified portfolios based on recommendations grounded in fundamental research.
You will have unlimited access to Janney’s proprietary research on a wide selection of equity solutions. In addition, our Equity Trading capability provides important transaction solutions to clients who require this support.
Fixed Income: Municipal and Taxable
Fixed income investments can be an important part of your clients’ asset allocation strategy. As a Janney Financial Advisor, you can coordinate the services of our fixed income specialists and help determine the amount and type of fixed income exposure that is appropriate for your clients’ portfolios. Janney's team of experienced bond specialists and fixed income strategists are here to support you and your clients while planning and executing a fixed income strategy.
Janney’s municipal and taxable fixed-income traders stay current with the latest events affecting the Treasury, corporate, municipal, mortgage, CD and other fixed income markets. Their experience can help you successfully execute a wide range of transactions from purchasing bonds to structuring ladders and swaps.
Janney’s Fixed Income Research and Strategy Team also provides daily, weekly and monthly commentary on market and economic trends. These offer additional insight and background information to FAs and clients.
We are committed to meeting clients’ needs by providing access to the public and
private equity and fixed income markets, merger and acquisition expertise and advisory services. Our experience and industry orientation have enabled Janney to consistently deliver best-in-class solutions for our clients.
Janney’s investment bankers specialize in key industry sectors – consumer and retail, financial institutions (including depository institutions, REITs and BDCs), infrastructure, utilities and technology, media, and telecom – while offering objective advice, specialized expertise and a full range of services. This group creates a comprehensive platform that delivers superior transaction execution, while serving as a trusted advisor to clients. Furthermore, each transaction occurs with the same bankers our clients initially meet. As a Janney FA, you’ll have unlimited access to our Investment Banking team as well as the team’s comprehensive platform.
Please click here for our recent transactions.
Our Public Finance team focuses on the business of municipal finance by providing governments, municipal agencies and nonprofit organizations with a wide array of financing alternatives. Janney was the lead or co-manager on over xxx public finance transactions in 2010.
Please click here for our recent transactions.
Our services include a broad range of retirement plans – from IRAs and 401(k)s to other retirement solutions, annuities, insurance and cash management services (Janney Advantage Banking Service). Janney has specialists in these areas who are highly knowledgeable in assisting clients with these services.
We work with you to use technological resources strategically and manage your business development efforts to help identify opportunities to build business and provide a better client experience.
“As Financial Advisors, our goal is to be able to supply our clients with the best advice and financial solutions available today. At Janney, we have access to a vast array of those financial solutions which helps us achieve our goal of helping clients toward their financial goals.”
© 2013 Janney Montgomery Scott LLC. All Rights Reserved.
Member: NYSE, FINRA, SIPC