Wealth Management Tag

10 Nov What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.

Posted at 20:57h in Media Articles by Makayla Francis

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 deal is just about them making us better, or just about us making them better, then that would be a significant cultural disconnect.

They need to eliminate the “this is our team” approach. At Procyon we have a “one team one dream” approach and we don’t have silos. So, adapting to that philosophy is a major component of any deal.

29 Oct Benefits Think Why more employers are embracing total benefits consulting

Posted at 20:15h in Media Articles by Makayla Francis

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 growing shift toward the total benefits consulting (TBC) model, an approach that unites all aspects of benefits strategy under one integrated advisory team.

07 Oct Growth-Minded FAs Look Beyond AUM to Divvy Up Clients

Posted at 19:46h in Media Articles by Makayla Francis

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 client tiers. Client segmentation is a key practice of advisors who grow sustainably regardless of market conditions, according to a study from LPL Financial.

30 Sep Alpha Quant® Core Equity

Posted at 19:04h in Large Cap by Massimo Santicchia

Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on invested capital, stronger free cash flow generation, and lower debt leverage compared to the benchmark and peers. The portfolio is managed with a fundamentally based, systematic process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

30 Sep Alpha Quant® Dividend Equity

Posted at 19:02h in Large Cap by Massimo Santicchia

Alpha Quant® Dividend Equity is a focused portfolio consisting of 30 large-cap stocks with strong dividend persistence. The portfolio invests in companies that not only offer high yield, but also have characteristics indicative of strong dividend growth potential. The portfolio is managed with a fundamentally based, systematic process with quarterly rebalancing to maintain the portfolio’s focused fundamental profile.

30 Sep Alpha Quant® Large Cap Growth

Posted at 19:01h in Large Cap by Massimo Santicchia

Alpha Quant® Large Cap Growth

Alpha Quant Large Cap Growth is a high-conviction, high-quality portfolio consisting of 20 stocks that demonstrate sustainable profitability and strong growth fundamentals. The strategy focuses primarily on large-cap stocks, with the flexibility to include select mid-cap holdings. The portfolio typically exhibits superior profitability, measured by return on invested capital and higher projected long-term EPS growth compared to its benchmark and peers. It is managed using a fundamentally driven, systematic process with quarterly portfolio adjustments to maintain its focused fundamental profile.

30 Sep Alpha Quant® Mid Cap

Posted at 18:58h in Mid Cap by Massimo Santicchia

Alpha Quant® Mid Cap portfolio is a multi-strategy portfolio that combines distinct systematic sub-strategies across mid-capitalization quality and value investment styles. The portfolio is comprised of mid-cap stocks selected based on profitability, valuation, low debt and strong cash flows. The strategy is built bottom-up and diversified across sectors and industries.