Additionally Named a Finalist in Service and Technology Categories
PHILADELPHIA – For the third time, Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, received prestigious WealthManagement.com Industry Awards for outstanding achievement in recognition of firm initiatives or programs that support financial advisor success.
This year, the firm won top honors for Social Media Leadership among broker-dealers and Practice Management for broker-dealers with fewer than 1,000 advisors. Janney was also a finalist in the Technology and Service categories.
A panel of industry-leading judges determine the WealthManagement.com Industry Awards winners. This year's recipients were selected from a record number of nominations—more than 650 entries from 262 companies. In total, 72 awards were presented to 61 companies from a pool of 166 finalists. Janney was one of 10 companies to receive two or more awards. View the full list of winners.
“We could not be prouder of our entire team for showing once again that Janney is at the forefront of industry leadership. These well-deserved recognitions are a testament to Janney’s dedication to provide our financial advisors and their clients the highest standard of success,” said Timothy C. Scheve, CEO of Janney.
In the Social Media Leadership category, Janney was recognized for a campaign that highlighted the firm’s Financial Advisors’ community involvement. Photos and summaries from fundraisers, volunteerism, and charity events were shared daily throughout the month of December 2018 to recognize numerous nonprofit organizations and showcase Janney’s commitment to the communities we serve.
The firm also took home top honors in the Practice Management category for an initiative that aligned various teams from across the organization to provide Financial Advisors a client-engagement toolkit focused on financial planning. The initiative also raised greater advisor and client awareness about Janney’s digital tools that support a simplified account management experience.
Janney was a finalist in the Technology category for the development of a digital tool for new advisors and clients to the firm to onboard and transfer accounts through a secure online portal rather than a paper process. Lastly, a client-service initiative earned finalist recognition for providing a simpler, clearer fee schedule that increased transparency and ease of access to information about fees for clients.
In previous years, Janney has won Industry Awards in the Technology category for broker/dealers with fewer than 1,000 advisors for its Advisor Dashboard and Financial Planning tools.
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.