Procyon Perspectives

03.16.2023

InvestmentNews – Expiring Tax Breaks Stoke Client Worries

Personal finance

By Jonathan Duggan

03.14.2023

Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers

Industry News/Trends

By Phil Fiore

02.24.2023

February – 2023

Monthly market commentary

By Procyon Partners

Market Commentary – February, 2023

01.20.2023

Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study

Industry News/Trends

By Andy Leung

12.22.2022

Kiplinger’s Personal Finance – Pension Payout Article

Personal finance

By Procyon Partners

If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.

12.15.2022

InvestmentNews – How To Identify The Best Annuity Income Options

By Amber Kendrick

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 entire life of the account owner. Outcomes depend mainly on: The amount of funding available….

12.01.2022

Deal Quest Podcast – Episode 203: Breaking Away and Strategic Growth with Phil Fiore

Industry News/Trends

By Phil Fiore

Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at…

11.09.2022

AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner

Industry News/Trends

By Procyon Partners

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 will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena…

11.08.2022

Family Wealth Report – Who’s Moving Where In Wealth Management? – Procyon Partners

Industry News/Trends

By Procyon Partners

The latest senior moves in the North American wealth management sector. Procyon Partners Procyon Partners, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client…