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

Market commentary

05.06.2024

MARKET UPDATE: ALL ABOUT INTEREST RATES

Monthly market commentary

Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…

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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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Procyon perspectives

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06.27.2023

Citywire – Dynasty-backed Procyon adds $600m team from Baker Tilly

Industry News/Trends

The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY SAM BOJARSKI A Dynasty Financial Partners-backed RIA in Connecticut has…

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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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Media articles

07.08.2024

InvestmentNews – What RIAs need to think ...

Industry News/Trends

“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. July…

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06.28.2024

InvestmentNews – Financial planners not p...

Industry News/Trends

Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even…

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06.25.2024

Wealth Solutions Report – Three Advisory ...

Industry News/Trends

Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the…

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05.14.2024

Wealth Solutions Report – How To Improve ...

Industry News/Trends

Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has…

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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.