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Procyon perspectives
12.18.2020
Procyon Perspectives Presents: Financial Confidence in Turbulent Times
Private wealth management & investing
By Procyon
Please watch leaders from Procyon’s Investment Committee in an intimate conversation with industry expert Mark Peterson of Blackrock. They will discuss how this year’s activities have influenced investor emotions and…
12.07.2020
Risks to DC Plans: Investment Menu Design & Employee Communications
LPCs/CCRCs
By Tom Gahan
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…
Media articles
01.17.2024
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Industry News/Trends
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…
Read More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Industry News/Trends
Procyon has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s served as…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Industry News/Trends
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Industry News/Trends
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…
Read MorePress releases
06.08.2025
Strategic Macro Themes: Navigating a Shifting Global Landscape
Monthly market commentary
Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance sheets, our team is closely tracking several critical macroeconomic and geopolitical developments. Below is a summary of the key themes shaping our strategic outlook: Trade…
Read More06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Industry News/Trends
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read More05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market volatility can present a great opportunity for Roth conversions,”…
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