John Yackel
Executive Vice President and Head of Wealth Management at Janney Montgomery Scott with over three decades in wealth management and fintech, focused on technology modernization, advisor productivity, and scaling advisor platforms.
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Mar 17, 2026 • 25min
Modernizing Legacy Wealth Firms with John Yackel
John Yackel, EVP and Head of Wealth Management at Janney with 30+ years in wealth and fintech, shares how legacy firms modernize while keeping culture intact. He talks tech modernization, the “supported independence” model for advisors, scaling advisor platforms, boosting advisor productivity, and strategic expansion. Short, practical conversations about making it easier for advisors to run and grow their practices.
