PHILADELPHIA – Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is pleased to announce the firm earned numerous best-in-class rankings across client experience and financial planning categories in the 2021 Aon Client Insights survey, a syndicated industry-wide client experience survey.
Client Experience Best-in-Class Rankings
- Client’s overall satisfaction with their Financial Advisor
- Viewed as trusted advisor
- Delivers on commitments made to me
- Knows my needs, objectives, and financial history
- Trustworthiness, transparency and sensitivity to client needs
Financial Planning Best-in-Class Rankings
- Overall planning process
- Comprehensiveness of financial plans
- Degree to which plans are updated when clients experience significant life events
“Our best-in-class rankings highlight the strength of our client-advisor relationships and exemplify our commitment to delivering the highest standard of success financial relationships,” said Tim Scheve, CEO and President. “Janney is firmly dedicated to offering a superior client experience and providing the comprehensive advice our clients need to achieve their financial goals.”
Individual firms collaboratively designed the client survey instruments and provided a sample of their clients for each study. Additionally, an independent sample was gathered by Aon via panel to supplement the sample and benchmarks. All surveys were conducted online.
Benchmarks were calculated using data collected independently via panel.
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, the New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.
Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions. Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance. To learn more, visit aon.com.