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07.08.2024

InvestmentNews – What RIAs need to think about before partnering up

“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…

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06.28.2024

InvestmentNews – Financial planners not playing games with GameStop

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…

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06.25.2024

Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth

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…

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05.14.2024

Wealth Solutions Report – How To Improve Your Service For Female Clients

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…

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05.09.2024

Financial Planning – Social Security is still in trouble. What should advisors tell their clients?

By   Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…

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05.06.2024

Forbes – Methodology: Best-In-State Wealth Advisors 2024

Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive…

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04.09.2024

WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…

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04.08.2024

Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule

You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…

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04.01.2024

Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition

Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…

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