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
04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Industry News/Trends
By Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON,…
04.11.2025
Increasing Recession Risk Warrants A Defensive Bias
Monthly market commentary
INCREASING RECESSION RISK WARRANTS A DEFENSIVE BIAS We’re pleased to introduce Equity Insight, a new monthly commentary from our Head of U.S. Equities. Each edition will offer timely perspectives on market trends…
04.11.2025
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Monthly market commentary
By Mark Rich
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. To recap what has happened: On April 2nd, the US…
03.14.2025
NAVIGATING MARKET VOLATILITY AMID TARIFF UNCERTAINTY
Monthly market commentary
By Mark Rich
Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through markets. The Trump administration’s recent move to propose a 25%…
03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gal...
Industry News/Trends
By Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to…
01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
By Mark Rich
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher,…
Media articles
12.08.2025
CityWire – Procyon acquires $500m Michigan RIA
Industry News/Trends
Procyon acquires $500m Michigan RIA December 8, 2025 By Alec Rich Connecticut RIA Procyon revealed one of its largest deals to date on Monday, as the firm continues to scale up since selling a stake to Constellation Wealth Capital (CWC) earlier this year. Procyon’s…
Read More12.08.2025
Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Industry News/Trends
Dynasty-Backed Procyon Acquires $500M OLV Investment Group December 8, 2025 By Diana Britton Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500…
Read More11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Industry News/Trends
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer. November 10, 2025 By Harris Baltch Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a…
Read More10.29.2025
Benefits Think Why more employers are embracing total benefits consulting
Industry News/Trends
Benefits Think Why more employers are embracing total benefits consulting October 29, 2025 By Sean Rabinowitz Thomas Gahan As the lines between financial wellness and physical well-being continue to blur in today’s workplace, employers are rethinking how they deliver employee benefits. The result is a…
Read MorePress releases
06.15.2026
Wealth managers explain why there is more to legacy planning than moving money
Industry News/Trends
Wealth managers explain why there is more to legacy planning than moving money June 15, 2026 By Gregg Greenberg “We often turn to wisdom or gather it in the seasons of suffering. By extension, a family’s problems are incredible teachers. But to make use…
Read More06.10.2026
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?
Industry News/Trends
ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers? June 10, 2026 By Tom Burroughes – Group Editor Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities. “We want our talent to perform at…
Read More06.03.2026
Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’
Industry News/Trends
Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’ June 03, 2026 By Gregg Greenberg Partner & Private Wealth Advisor Bob Alimena was featured in @InvestmentNews discussing how an extended summer vacation can serve as a valuable “trial run” for…
Read More05.22.2026
Global Equity Outlook
Monthly market commentary
The Reflationary Case The markets are telling a reflationary story right now. Economic growth is broadening, inflation is firming, and risk appetite is healthy. In this environment, history suggests favoring the parts of the global equity market that benefit when growth accelerates: emerging markets, value-oriented…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to love a Nation that celebrates its Independence every July 4…with family picnics where kids throw Frisbees, the potato salad gets iffy, and the flies die…
Read More06.15.2022
MARKET UPDATE: A TIME TO BE HUMBLE
Monthly market commentary
The US Stock market entered a bear market recently, dropping -20% from the previous high which occurred on January 3rd. We’re now five months into the bear market which we know doesn’t feel good for anyone. Our Investment Committee has composed the following information for…
Read More03.10.2022
MARKET SPOTLIGHT: RUSSIA IN UKRAINE
Monthly market commentary
As the Russia-Ukraine war continues and uncertainty builds across global markets, we have compiled some thoughts for you regarding the direct and indirect risks we see unfolding, including sanctions, oil prices, commodities, and investor sentiment. Of course, it goes without saying that this situation is…
Read More01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to the skyrocketing demand for everything technology, could in fact continue their limitless trajectory. The businesses…
Read More← Page 7 of 11 →