Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard
05.01.2020
Private wealth management & investing
When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.
05.01.2020
Retirement plans
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster Relief Notice 2020-01, which contains items impacting retirement plans subject…
04.08.2020
Private wealth management & investing
Bear market conditions and the US government’s legislative responses to the unfolding COVID-19 pandemic offer both financial relief and opportunity.
04.03.2020
Monthly market commentary
Hello, We begin today with a couple of comments on our collective state of mind, and on a decision-making construct we find helpful, before concluding with an update to our…
04.02.2020
Personal finance
A once-in-a-lifetime event such as the coronavirus pandemic forces us to reassess many things we may have taken for granted.
04.02.2020
Personal finance
The sustained rally that produced 30%+ gains in the S&P 500 in 2019 and continued into 2020 came to a screeching halt in late February, when fears of the coronavirus…
12.15.2022
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 entire life of the account owner. Outcomes depend mainly on: The amount of funding available….
Read More12.01.2022
Industry News/Trends
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at…
Read More11.08.2022
Industry News/Trends
The latest senior moves in the North American wealth management sector. Procyon Partners Procyon Partners, the US wealth firm with about $5.5 billion of client assets, has appointed former Wells Fargo advisor Brian Turner as a private wealth advisor. Turner is joined by Selena Kemp, senior client…
Read More11.03.2022
Industry News/Trends
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More06.27.2023
Industry News/Trends
Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00 AM Eastern Daylight Time ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have…
Read More06.26.2023
LPCs/CCRCs
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 often relate to new technologies. Remember when we composed letters and papers on a typewriter?…
Read More06.23.2023
Industry News/Trends
Read MoreDiscover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary