The cover story of the latest AdvisorHub Magazine features the benefits of Janney’s boutique culture, and the firm’s client- and advisor-centric service model. In the article, Jerry Lombard, President of our Private Client Group, and Caitlin Ulmer-Long, Director of Private Client Group Administration, discuss the advantages of Janney’s platform, including:
- A culture and service model that offers a compelling alternative for wirehouse and independent advisors
- A committed focus on Financial Advisor and client needs
- An efficient recruiting process and tools that streamline a transition and enhance the client experience
- A high-touch, entrepreneurial culture that fosters retention and successful client outcomes
Janney Expands Investment Banking Platform with Acquisition of TM CapitalAdds M&A Advisory Expertise Across the Business Services, Industrials, Healthcare, and Consumer S...
Forbes Names Stedmark Partners a Top Wealth Management TeamReceives prestigious recognition for second consecutive year.
Experienced Financial Advisor Larry Seiden joins JanneyHe joins the Scheinker Legacy Wealth Advisors team.