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Procyon perspectives
06.06.2019
A Word on Investment Committees: Process is King
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Not long ago, I was asked to make a presentation on Investment Committee Development. As I prepared for this presentation, I drew on my own experience with investment committees. I…
05.23.2019
A Fine Balance: Aligning Fiduciary Duty with Your Strategic Mission in Continuing Care ...
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
The popularity of communities designed for adults in retirement or even pre-retirement phases is rising. Whether it’s salsa lessons, zero emissions buildings, gourmet cooking or entrance fees, community members are…
05.06.2019
Is Your Investment Policy a Strawman?
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Everyone “knows” that organizations that invest should have an investment policy. Why is this so important? As Yogi Berra says (and the CFA Institute’s primer for investment trustees reemphasizes), “If…
04.06.2019
Risks: A Balancing Act
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Asset Allocation for Life Plan Communities can be a tricky exercise. Unlike a charitable foundation, the core mission of a Life Plan Community involves running a business, with emphasis on…
03.15.2019
The Importance of Financial Wellness
Retirement plans
By Chris Foster
Numerous recent studies highlight the fact that American workers of all ages may not be saving enough to maintain their current standard of living during retirement. Indeed, many workers lack…
03.06.2019
Connecting the Dots: The Linkage Between Financial Ratio Analysis, Asset Allocation �...
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Financial ratios lie at the heart of many benchmarking studies in the CCRC and Life Plan Community industry and can be crucial elements with regard to strategic planning, financing and…
Media articles
11.09.2022
AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Industry News/Trends
With Addition of Team, $5.5 Billion Procyon Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior…
Read More11.08.2022
Family Wealth Report – Who’s Moving Where In Wealth Management? – Procyon Partners
Industry News/Trends
The latest senior moves in the North American wealth management sector. Procyon Procyon, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client service associate,…
Read More11.03.2022
Financial Advisor Article – Diversity Scholarship CFPs Talk Of New Horizons
Industry News/Trends
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More09.20.2022
Barron’s Article – Job 1 for RIAs: Finding New Recruits
Industry News/Trends
With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…
Read MorePress releases
09.09.2024
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…
Read More08.09.2024
Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…
Read More07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US large-cap stocks advanced while their small and midcap counterparts trailed. Emerging market equities were the…
Read More07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Industry News/Trends
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read MoreAll Events
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