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
01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
By Mark Rich
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and…
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Dr...
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…
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
By Procyon
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…
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
By Procyon
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the…
01.25.2024
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Monthly market commentary
By Procyon
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income…
11.21.2023
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...
Industry News/Trends
By Jim Jeffery
The Non-Profit Navigator
A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…
Media articles
10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Industry News/Trends
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More09.26.2025
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES
Industry News/Trends
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES September 26, 2025 By Jen Hill The Big Game Despite a challenging macro backdrop, US large caps continue to dominate the investment landscape. Like mighty creatures in the wild, these companies combine scale, strength and adaptability to…
Read More07.30.2025
Top tips for young financial advisors
Industry News/Trends
Top tips for young financial advisors July 30, 2025 by Suleman Din and Bernice Napach Take the uphill challenge of building a book of business from scratch. You’ve leveraged your network of friends and family, and now you’re stretching to cut through the noise of everyday digital…
Read More07.22.2025
Veteran women advisors offer career advice to up-and-comers
Industry News/Trends
Veteran women advisors offer career advice to up-and-comers July 22, 2025 By Gregg Greenberg Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management…
Read MorePress releases
05.06.2026
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
Industry News/Trends
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my…
Read More05.01.2026
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’
Industry News/Trends
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’ May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re…
Read More05.01.2026
5 Smart Money Moves to Consider Before Signing Up for Medicare
Industry News/Trends
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up,…
Read More04.28.2026
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore
Industry News/Trends
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore April 28, 2026 By David Armstrong In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
For many of us up North, October represents a time of change as we prepare for the chillier weather to take hold, the leaves to start falling from the trees, and preparations for the holiday season begin. In the financial markets, however, October felt like…
Read More07.15.2021
IT’S SUMMERTIME!
During this Quarterly Commentary we would like to shed some light on a few topics that are top of mind this summer: Global vaccination rates Stock Markets Bond Markets Personal Finance Where are we with vaccination rates? The US has done a good job…
Read More04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of welcoming the warm fresh air after a year of lockdowns and beginning to close the…
Read More02.05.2021
2020 IN REVIEW, BUILDING BRIDGES & 2021’S BAR IS SET
Pop culture is suggesting 2020 should have its very own history curriculum with its outsized share of historical events! The graphic below highlights a few of those events. As we complete the first month of the new year, we continue to have our share of…
Read More← Page 8 of 11 →