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Procyon Perspectives
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Market commentary
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet.
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MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In
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USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at
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CityWire – $6.5bn Procyon makes executive hire
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by
Read More
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for
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InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh
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Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is
Read More
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors
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InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer
Read More
Advisor Perspectives – Best Practices for Selling a Family Business
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to know
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Market commentary
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet.Read More
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. InRead More
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look atRead More
CityWire – $6.5bn Procyon makes executive hire
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed byRead More
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect forRead More
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By JoshRead More
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks
A paradigm shift is an important change that happens when the usual way of thinking about or doing something isRead More
Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor
In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual AdvisorsRead More
InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows
Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumerRead More
Advisor Perspectives – Best Practices for Selling a Family Business
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to knowRead More