New Media & insights
Media & insightsWelcome to our
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
Procyon perspectives
11.09.2022
AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Fina...
Industry News/Trends
With Addition of Team, $5.5 Billion Procyon Partners Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon Partners announced today that Brian Turner…
11.07.2022
Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Fi...
Industry News/Trends
10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO...
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the…
10.07.2022
Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena
Industry News/Trends
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…
07.13.2022
Case-Study: Improve Your Investment Menu & Fee Transparency as a Plan Sponsor
Institutional Clients
Media articles
07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Industry News/Trends
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon Partners. It’s essentially…
Read More06.28.2024
InvestmentNews – Financial planners not playing games with GameStop
Industry News/Trends
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even if they were blue-chips. By Gregg Greenberg Daytraders are once again going gaga for GameStop and other so-called meme stocks. Financial advisors likely won’t be…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Industry News/Trends
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read More05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Industry News/Trends
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read MorePress releases
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 More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
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 MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
For many of us up North, October represents a time of change as we prepare for the chillier weather to take hold, the leaves to start falling from the trees, and preparations for the holiday season begin. In the financial markets, however, October felt like…
Read More07.15.2021
IT’S SUMMERTIME!
During this Quarterly Commentary we would like to shed some light on a few topics that are top of mind this summer: Global vaccination rates Stock Markets Bond Markets Personal Finance Where are we with vaccination rates? The US has done a good job…
Read More04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of welcoming the warm fresh air after a year of lockdowns and beginning to close the…
Read More02.05.2021
2020 IN REVIEW, BUILDING BRIDGES & 2021’S BAR IS SET
Pop culture is suggesting 2020 should have its very own history curriculum with its outsized share of historical events! The graphic below highlights a few of those events. As we complete the first month of the new year, we continue to have our share of…
Read More← Page 4 of 7 →