“I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my clients when it comes to making sure that all women, caregivers, and any family that I’m supporting have access to the benefits they need.”

“There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up, and you don’t get a mulligan.”

For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going to be around in a substantive way five to 10 years from now,” says the co-founder and CEO of Procyon, a $9.2 billion-asset wealth manager based in Shelton, Conn.

In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students.

One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.

Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to move between generations — and women are projected to control or influence around 75% of those assets.

Yet women remain a minority in the leadership ranks of wealth management.

To me, being a trailblazer means building your own path instead of waiting for one to be handed to you. A Conversation with Bevin Nealon, CFP® of Procyon.

James Diver advises high net worth clients on investing in a wild market.

As a financial advisor to high net worth clients at Procyon, James Diver has seen it all. But with war in the Middle East upending markets, AI causing economic chaos, and stagflation coming to the fore, it’s not business as usual these days.