New Media & insights – Ajax

Media & insights

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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.

Market commentary

01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In…

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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…

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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…

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10.14.2022

MARKET UPDATE: “THE BEST TIME TO PLANT A TREE W...

Monthly market commentary

As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022…

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Procyon perspectives

  • Reset

06.27.2023

Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiti...

Industry News/Trends

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…

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06.26.2023

Trending Now in Senior Living Investment Portfolio Allocation

LPCs/CCRCs

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…

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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…

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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…

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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…

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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…

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Media articles

01.17.2024

USA TODAY – How to create a budget for 20...

Industry News/Trends

Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at…

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01.17.2024

CityWire – $6.5bn Procyon makes executive...

Industry News/Trends

Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by…

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01.11.2024

InvetmentNews – Prospecting for clients t...

Industry News/Trends

Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for…

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12.15.2023

InvestmentNews- Gen Xers will not retire comfor...

Industry News/Trends

Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh…

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Press releases

06.30.2023

Financial Advisor IQ – Procyon Partners A...

Industry News/Trends

Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that…

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06.28.2023

Family Wealth Report – US Wealth House Ad...

Industry News/Trends

The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…

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06.27.2023

InvestmentNews – Procyon Partners adds tw...

Industry News/Trends

Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…

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06.27.2023

Citywire – Dynasty-backed Procyon adds $6...

Industry News/Trends

The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…

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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.