Procyon Perspectives

08.17.2022

FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ

Industry News/Trends

By Phil Fiore

“Built by FAs for FAs,” Procyon Partners can “fully understand the issues and stresses” that advisors experience, according to chief executive officer Phil Fiore. FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another…

08.05.2022

July 20, 2022

Monthly market commentary

By Procyon Partners

08.05.2022

June 15, 2022

Monthly market commentary

By Procyon Partners

07.29.2022

From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm

Industry News/Trends

By Phil Fiore

Institutional consulting is a specialty within the wealth management industry focused on advising corporate, foundation, endowment, and retirement plan clients. It’s a business area that’s often well-served by large firms such as Morgan Stanley’s Graystone Consulting, Merrill, or UBS—which typically have the advantage of a…

07.13.2022

Case-Study: Improve Your Investment Menu & Fee Transparency as a Plan Sponsor

Institutional Clients

By Michael Desmond

06.27.2022

Diversity grant winners finish CFP test prep at twice the rate of others

Industry News/Trends

By Andy Leung

06.08.2022

From overwhelming to educating: An advisor learns from trauma

Private wealth management & investing, Personal finance

By Caroline Wetzel

06.08.2022

A Financial Health Checklist for Small Business Owners

Private wealth management & investing, Personal finance

By Caroline Wetzel

06.08.2022

Financial Conversation Starters for Couples

Private wealth management & investing, Personal finance

By Caroline Wetzel