Janney won top honors in Practice Management and Technology categories.
PHILADELPHIA – For the fourth time in five years, Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, received prestigious WealthManagement.com Industry Awards. The firm was again recognized for outstanding achievement and progress in its strategic growth through programs that support financial advisor and client success, and demonstrate digital advancement.
This year, the firm won top honors in the Technology and Practice Management categories among broker-dealers with fewer than 1,000 advisors. Janney was also a finalist in the Corporate Social Responsibility category for its Women’s Interactive Network and Service category for its Private Client Associate professional development program.
“We are proud to receive industry recognition for efforts that support our clients and Financial Advisors. These honors are a testament to our commitment to exceed expectations, remain innovative, and strive for the highest standard of success in financial relationships,” said Timothy C. Scheve, CEO of Janney.
In the Technology category, Janney was recognized for its Regulation Best Interest (Reg BI) App Suite, which leveraged technology to help Financial Advisors adhere to new regulations while focusing attention on what matters most – keeping clients on track to their financial goals. In the Practice Management category, Janney earned top honors for its Education Funding Campaign, which was designed to raise awareness and inclusion of education funding for children and grandchildren in clients’ financial plans.
In previous years, Janney has won Industry Awards in the Social Media Leadership, Technology, and Practice Management categories. The winners, determined by a panel of industry-leading judges, were selected from 625 entries from 221 companies this year. View the full list of awardees here.
About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.
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