Procyon Perspectives

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…

08.17.2022

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

Industry News/Trends

By Procyon Partners

“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…