The President of Janney's Private Client Group discusses the industry in transition with the AdvisorHub's CEO.

Jerry Lombard, President of Janney’s Private Client Group, recently appeared as a featured guest on AdvisorHub’s Industry in Transition Podcast to discuss the latest trends in wealth management today. Listen to the podcast to hear Jerry’s unique perspective on:

  • How has COVID-19 changed the industry
  • How has technology shaped remote work
  • What Janney is doing differently in terms of innovation
  • How regional firms such as Janney differ from wirehouse and independents
  • How Janney’s private ownership and stability drives long-term success

 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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