New Media & insights
Media & insightsWelcome to our
Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
Procyon perspectives
02.21.2019
CT-Based Procyon Partners Expands into NYC with Addition of Leading Financial Advisor J...
By Procyon
02.06.2019
Decision, Decisions: A Closer Look at a Couple of Common Investment Committee Debates
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned about in regard to their investment process. He shared that the…
02.04.2019
Using Municipal Bonds to Enhance After-Tax Returns
Private wealth management & investing
By Procyon
Municipal bonds may be attractive investments for high-net-worth individuals because their income returns are usually exempt from federal incoem taxes and, in some cases, state and local income taxes.
12.09.2018
Using 529 Plans to Invest for Education and Transfer Wealth
Private wealth management & investing
By Procyon
Section 529 plans are state-sponsored education savings plans that allow flexibility in choosing a school and the opportunity for late starters to make sizable investments while reaping tax breaks.
10.16.2018
Managing Risk in Your Portfolio
Personal finance
By Chris Foster
In order to figure out how to manage risk, you must first understand it. Investment risk — or the risk of losing investment value — comes in many forms.
10.07.2018
Be Vigilant About Identity Theft
Personal finance
By Chris Foster
Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it…
Media articles
09.20.2022
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 More08.17.2022
FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ
Industry News/Trends
“Built by FAs for FAs,” Procyon can “fully understand the issues and stresses” that advisors experience, according to chief executive officer Phil Fiore. FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm…
Read More07.29.2022
From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Industry News/Trends
Institutional consulting is a specialty within the wealth management industry focused on advising corporate, foundation, endowment, and retirement plan clients. It’s a business area that’s often well-served by large firms such as Morgan Stanley’s Graystone Consulting, Merrill, or UBS—which typically have the advantage of a…
Read More06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Industry News/Trends
Read MorePress releases
07.24.2024
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 More07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Industry News/Trends
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read More07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Industry News/Trends
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon. It’s essentially a wedding…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Industry News/Trends
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary