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
01.20.2022
WOW Collaborative Webinar – Celebrate Int’l Women’s Day 2021
Personal finance
Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar! Amber…
01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
By Procyon
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…
12.29.2021
Ultra-Wealthy Investors and Advisors Differ over Tangible Assets
By Procyon
Many financial advisors are missing the mark with ultra-wealthy investors by not considering how tangible assets – such as art, real estate and other valuables – factor into their overall…
11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
By Procyon
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,…
09.29.2021
Procyon Perspectives Webinar – Sept. 29, 2021 [Alternative Investments]
Private wealth management & investing, Personal finance, Webinar
Antonio Rodrigues, Jeff Farrar and Michael Desmond of Procyon’s investment committee join Joe Burns from iCapital’s research team to take a deeper look into some of the “alternative asset” classes…
07.15.2021
IT’S SUMMERTIME!
By Procyon
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…
Media articles
04.01.2024
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Industry News/Trends
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…
Read More03.20.2024
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Industry News/Trends
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…
Read More01.17.2024
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Industry News/Trends
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…
Read More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Industry News/Trends
Procyon has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s served as…
Read MorePress releases
05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.18.2025
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Industry News/Trends
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership. April 17, 2025 By Leo Almazora Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry…
Read More04.17.2025
WealthManagement.com – Constellation Stakes Dynasty-Backed Procyon Partners
Industry News/Trends
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key markets nationwide. April 17, 2025 By Patrick Donachie Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut…
Read MoreAll Events
No Results Found
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
03.27.2020
Procyon Perspectives – March 27th, 2020
Monthly market commentary
We sincerely hope you and your loved ones are safe and healthy during these challenging times. At Procyon, we have adopted two phrases to describe both the unprecedented events taking place, and the actions that are under our control and can be taken in response….
Read More03.20.2020
Market Update – March 20th, 2020
Monthly market commentary
A “Pre-Social Distancing” picture of your Procyon team! Hello – You continue to be our top priority and as we close another dynamic week, we aim to keep you well informed during this stressful period. We understand you are juggling a lot right now. Service…
Read More03.06.2020
Reflections on unsettled markets, elections and taxes – March 6th 2020
Monthly market commentary
As February trading concluded on Friday, February 28, the S&P 500 index finished in correction territory at 2,954.22, down 12.8% over the seven-consecutive loss-days from its February 19 record high of 3,386.15. All 11 of the S&P 500 industry sectors were showing year to date…
Read More← Page 9 of 9