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Procyon perspectives
04.02.2020
Managing Market Volatility – Principles of Investing Success
Personal finance
By Chris Foster
The past months have tested the strength and resolve of individuals, businesses and governments around the world.
03.30.2020
CARES Act – Impact on Retirement Plans
Retirement plans
By Chris Foster
On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) that was passed in the U.S. Senate on March 25,…
03.27.2020
Procyon Perspectives – March 27th, 2020
Monthly market commentary
By Jeff Farrar
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…
03.20.2020
Market Update – March 20th, 2020
Monthly market commentary
By Jeff Farrar
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…
03.18.2020
Fee Levelization and Defined Contribution Plans
Retirement plans
By Chris Foster
The growth of 401(k) or Defined Contribution (DC) plan investments has been on a steady climb since the beginning of this century.
03.06.2020
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…
Media articles
09.20.2022
Barron’s Article – Job 1 for RIAs: Finding New Recruits
Industry News/Trends
With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…
Read More08.17.2022
FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ
Industry News/Trends
“Built by FAs for FAs,” Procyon Partners can “fully understand the issues and stresses” that advisors experience, according to chief executive officer Phil Fiore. FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another…
Read More07.29.2022
From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Industry News/Trends
Institutional consulting is a specialty within the wealth management industry focused on advising corporate, foundation, endowment, and retirement plan clients. It’s a business area that’s often well-served by large firms such as Morgan Stanley’s Graystone Consulting, Merrill, or UBS—which typically have the advantage of a…
Read More06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Industry News/Trends
Read MorePress releases
04.17.2023
MARKET UPDATE: ”THEY BROKE SOMETHING”
Monthly market commentary
Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since 2020. Meanwhile, Large Value lagged (+1.0%), primarily due to underperformance in Financials, which were down (-5.6%). Small Caps (+2.7%) also lagged, as Financials make up…
Read More04.04.2023
CityWire RIA – Why a $5bn RIA entered the insurance business
Industry News/Trends
Read MoreAll Events
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