Technology and Diversity, Equity and Inclusion Initiatives Recognized
Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the firm has received two prestigious WealthManagement.com Industry Awards. Since 2016, the firm has won a total of nine awards, which recognize outstanding achievement through programs that support financial advisors, client success, and digital advancement.
This year, the firm won top honors in the Technology and Diversity, Equity, and Inclusion categories among broker-dealers with fewer than 1,000 advisors. Janney was also a finalist in the Practice Management and Digital Marketing Campaign of the Year categories.
“We are proud to receive industry recognition for efforts that support our clients, employees, and Financial Advisors. These honors are a testament to our core values and mission to strive for the highest standard of success in financial relationships. We are especially proud of our technology, digital client experience, and DEI initiatives, making these recognitions particularly meaningful,” said Tim Scheve, CEO and President.
In the Technology category, Janney was recognized for its Prospect site, which safeguards information and data collection between a prospective client and a financial advisor. It also introduces a prospect to Janney’s online experience and other digital benefits for clients, including digital statements and tax documents, supplemental advisor team details, and educational and research materials.
In the Diversity, Equity and Inclusion category, the firm was recognized for its IMPACT Conference, a virtual, half day event created in tandem with Employee Resource Groups to further a culture of inclusion while advancing education and awareness of DEI topics.
Now in its eighth year, the WealthManagement.com Industry Awards has a record-breaking number of nominations, with nearly 1,000 entries received from more than 350 companies. Winners were selected based on quantitative measures of their initiatives—including scope, scale, adoption and feature set—along with qualitative measures such as innovation, creativity and new methods of delivery.