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
12.15.2022
InvestmentNews – How To Identify The Best Annuity Income Options
By Procyon
There’s increasing interest in employing annuities in retirement plans, but plan sponsors need to review the products carefully. A 401(k) retirement-savings plan doesn’t guarantee the availability of funding through the…
11.07.2022
Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Fi...
Industry News/Trends
By Procyon
10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE WAS 20 YEARS AGO, THE SECOND-BEST TIME TO...
Monthly market commentary
By Procyon
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022 have collectively cost investors more than $9.5 trillion from the…
10.07.2022
Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena
Industry News/Trends
By Procyon
07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
By Procyon
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…
07.13.2022
Case-Study: Improve Your Investment Menu & Fee Transparency as a Plan Sponsor
Institutional Clients
Media articles
12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
Read More09.09.2024
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 MorePress releases
12.08.2025
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 More10.15.2025
U.S. Macro and Market Commentary
Monthly market commentary
Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within large caps, the S&P 500 was up 8.1% in the quarter and now up 14.8% year to date. Small cap stocks were even stronger in…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
08.07.2020
Market Update – The Economy, COVID and Politics! – August 7th, 2020
Monthly market commentary
With July 4th past, we have now celebrated the 244th US Independence Day! While we each celebrated in our own ways, even the most socially distanced conversations likely encompassed the same hot topics, including Covid-19, social unrest, and the upcoming elections. On the economic and…
Read More07.10.2020
Market Update – The Known Unknowns – July 10, 2020
Monthly market commentary
“Life isn’t about waiting for the storm to pass; it’s about learning to dance in the rain” – Vivan Greene, 2006 So many questions swirl as we re-emerge from our homes and re-engage with our communities and activities. We have now been living in the…
Read More06.05.2020
Market Update – Spring Awakening after the Great Cessation – June 5, 2020
Monthly market commentary
“No matter how long the Winter, Spring is sure to follow” The past few months have been tough on all of us in different ways. Our Procyon Investment Committee offers you this reflection on May’s market performance as we continue to navigate this extended…
Read More05.06.2020
Market Update – May 6, 2020
Monthly market commentary
“…the fear does not subside, and we are expected to move against the fear. One must choose to do it afraid.” — Elisabeth Elliot Intro We have all become keenly aware that the true depth of the economic impact on the global economy may ultimately…
Read More← Page 8 of 9 →