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Procyon perspectives
06.27.2023
Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiti...
Industry News/Trends
By Phil Fiore
Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00 AM Eastern Daylight Time ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners…
06.26.2023
Trending Now in Senior Living Investment Portfolio Allocation
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance…
02.10.2023
“Transient”?! – 2022 Inflation & Beyond
Monthly market commentary
As we reflect on the markets from 2022, we are forced to think back a bit further to the initial onset of zero rates and Fed balance sheet expansion that…
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the…
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the…
Media articles
08.20.2024
Procyon Partners’ Jerry Sneed and Frank McKiernan Recognized by Forbes and Shook Research as Top Next-Gen Wealth Advisors Best-In-State for 2024
Industry News/Trends
Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and Shook Research as top Next-Gen Wealth Advisors Best-In-State for 2024. This prestigious honor highlights their exceptional expertise and dedication to their clients, solidifying their positions…
Read More08.09.2024
Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…
Read More07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Industry News/Trends
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read More07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Industry News/Trends
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read MorePress releases
10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it up. Sorry, not that one percent. Not the one politicians rail against for holding almost…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
Read More09.09.2024
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…
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Market commentary
07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to love a Nation that celebrates its Independence every July 4…with family picnics where kids throw Frisbees, the potato salad gets iffy, and the flies die…
Read More06.15.2022
MARKET UPDATE: A TIME TO BE HUMBLE
Monthly market commentary
The US Stock market entered a bear market recently, dropping -20% from the previous high which occurred on January 3rd. We’re now five months into the bear market which we know doesn’t feel good for anyone. Our Investment Committee has composed the following information for…
Read More03.10.2022
MARKET SPOTLIGHT: RUSSIA IN UKRAINE
Monthly market commentary
As the Russia-Ukraine war continues and uncertainty builds across global markets, we have compiled some thoughts for you regarding the direct and indirect risks we see unfolding, including sanctions, oil prices, commodities, and investor sentiment. Of course, it goes without saying that this situation is…
Read More01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to the skyrocketing demand for everything technology, could in fact continue their limitless trajectory. The businesses…
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