On December 18, Financial Planning released a list of 18 people advisors should watch in 2018.
On December 18, Financial Planning released a list of 18 people advisors should watch in 2018. Janney’s Private Client Group (PCG) President, Jerry Lombard, was included in this prestigious list. Ranking in at number 11, Lombard was recognized for leading Janney during its impressive recruitment efforts in 2017.
The Financial Planning article praised Lombard’s efforts in 2017, overseeing the recruitment of more than 65 Financial Advisors that manage over $5 billion in assets.
Lombard has served as President of Janney’s PCG since 2004, and has been with the Firm since 1983.
“I’m honored to be recognized among such an esteemed group of professionals, who are all making their mark on the industry in important ways,” said Jerry Lombard, President of Janney’s Private Client Group. “2017 was a great year for Janney, our clients and employees. The firm had an outstanding year in the area of recruiting, bringing in more than 60 experienced financial advisors, while maintaining high advisor retention and client satisfaction.”
Below is an excerpt from the Financial Planning article:
"Events set to unfold in 2018 will remake the wealth management business. The fiduciary issue is still looming over the landscape, so the big regulators are prominent in our list of 18 people to watch. But industry players are making a difference, too. Big firms are pulling out of the Broker Protocol and prompting recruiting sprees, not to mention lawsuits, which could help reshape the industry for years to come.
Meanwhile, new technology will continue to disrupt the industry, and M&A will remain a major story line as several war chests are being accumulated.
Advisors can prepare themselves by checking out our cheat sheet of key industry players to watch in the coming year. (Spoiler alert: one of our picks bears a striking resemblance to a famous actor.)"
Click here for the complete listing.