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12.22.2022

Kiplinger’s Personal Finance – Pension Payout Article

Featuring Procyon Partners

If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.

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12.15.2022

InvestmentNews – How To Identify The Best Annuity Income Options

Featuring Procyon Partners

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….

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11.09.2022

AdvisorHub – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner

Featuring Procyon Partners

With Addition of Team, $5.5 Billion Procyon Partners Expands Footprint with New Office in Maryland St. Petersburg, Florida – November 7, 2022 – Procyon Partners announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena…

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11.08.2022

Family Wealth Report – Who’s Moving Where In Wealth Management? – Procyon Partners

Featuring Procyon Partners

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…

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11.07.2022

Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner

Featuring Procyon Partners

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10.07.2022

Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena

Featuring Procyon Partners

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08.17.2022

FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ

Featuring Procyon Partners

“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…

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01.06.2022

FAs Weigh In: Biggest Opportunities in 2022

Featuring Procyon Partners

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01.05.2022

Ultra-Wealthy Investors and Advisors Differ over Tangible Assets

Featuring Procyon Partners

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