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Procyon perspectives
11.18.2020
Tired of Being in the Retirement Plan Business?
Retirement plans
By Tom Gahan
There are many reasons why companies are considering Multiple Employer Plans (“MEP’s”), and Procyon has extensive retirement consulting experience that can help organizations make sound fiduciary choices when evaluating the…
11.13.2020
Markets, Elections and Vaccines – November 13th, 2020
Monthly market commentary
By Procyon
“Democracy is the worst form of government, except for all the others…” – Winston Churchill In this Procyon Perspectives, we cover several topics. We will provide a brief overview of…
11.09.2020
Christopher E. Foster Named to 2020 Financial Times 401 Top Retirement Advisers
By Chris Foster
10.09.2020
Market Update – October 9, 2020
Monthly market commentary
By Procyon
“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and…
09.24.2020
Election Update: A Debate Primer!
Private wealth management & investing
By Procyon
With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of…
Media articles
08.02.2023
Citywire – The forever game: Why large RIAs are entering the trust business
Industry News/Trends
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…
Read More08.02.2023
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Industry News/Trends
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…
Read More07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Industry News/Trends
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
Read More06.23.2023
AdvisorHub – Navigating challenges and opportunities in the RIA M&A market
Industry News/Trends
Read MorePress releases
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role designed…
Read More12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
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