04.10.2026
Can a QCD Go to a Donor-Advised Fund?
Retirement plans
Although it may not seem obvious, charitable giving plays a vital role in retirement planning, offering retirees a way to…
12.15.2022
InvestmentNews – How To Identify The Best...
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k)…
04.04.2022
RIA tv Interview – Phil Fiore on Procyon&...
Personal finance
March 2022 – RIA tv’s Jenna Dagenheart interviews Procyon CEO, Phil Fiore, who discusses the joining of Pivotal Planning Group…
01.20.2022
WOW Collaborative Webinar – Celebrate Int...
Personal finance
Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and…
12.29.2021
Ultra-Wealthy Investors and Advisors Differ ove...
Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art,…
09.29.2021
Procyon Perspectives Webinar – Sept. 29, ...
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take…
07.13.2021
Procyon Perspectives Webinar – July 13, 2...
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic…
07.13.2021
Procyon Perspectives Webinar – July 13, 2...
Private wealth management & investing, Personal finance, Webinar
The Procyon Investment Committee takes a fresh look at the traditional 60/40 balanced portfolio through the prism of the post-pandemic…
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