Procyon Perspectives

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…

11.14.2022

InvestmentNews – How To Identify The Best Annuity Income Options

Industry News/Trends

By Amber Kendrick

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…

11.07.2022

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

Industry News/Trends

By Procyon Partners

11.03.2022

Financial Advisor Article – Diversity Scholarship CFPs Talk Of New Horizons

Industry News/Trends

By Andy Leung

The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…

11.01.2022

October 14, 2022

Monthly market commentary

By Procyon Partners

Market Commentary – October, 2022

10.07.2022

Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena

Industry News/Trends

By Procyon Partners

09.20.2022

Barron’s Article – Job 1 for RIAs: Finding New Recruits

Industry News/Trends

By Phil Fiore

With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…