What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.

November 10, 2025  By Harris Baltch

Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a deal is just about them making us better, or just about us making them better, then that would be a significant cultural disconnect.

They need to eliminate the “this is our team” approach. At Procyon we have a “one team one dream” approach and we don’t have silos. So, adapting to that philosophy is a major component of any deal.

Benefits Think Why more employers are embracing total benefits consulting

October 29, 2025  By Sean Rabinowitz Thomas Gahan

As the lines between  financial wellness and physical well-being continue to blur in today’s workplace, employers are rethinking how they deliver employee benefits. The result is a growing shift toward the total benefits consulting (TBC) model, an approach that unites all aspects of benefits strategy under one integrated advisory team.

Growth-Minded FAs Look Beyond AUM to Divvy Up Clients

October 7, 2025  By  Sam Del Rowe

Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important client tiers. Client segmentation is a key practice of advisors who grow sustainably regardless of market conditions, according to a study from LPL Financial.

Top tips for young financial advisors

July 30, 2025 by Suleman Din and Bernice Napach

Take the uphill challenge of building a book of business from scratch.

You’ve leveraged your network of friends and family, and now you’re stretching to cut through the noise of everyday digital distractions to impress prospects. You’re in an advisory firm trying to learn from the same seasoned professionals you’re hoping to impress. You’re also gaining hands-on experience in the industry’s complexity and learning how to comply with its regulatory requirements.

Looking back on their beginnings in the business, several advisors say that young professionals can build a successful practice with less pain by honing their communication skills, pursuing continuous education, cultivating a solid network, and prioritizing integrity.

They’ve shared their top tips with Action! Magazine to help young financial advisors establish themselves as credible, reliable and knowledgeable professionals ready to guide clients through their financial journeys confidently and clearly.