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03.11.2025

Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher

Featuring Phil Fiore

Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon Partners is making a bold move to elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President,…

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02.14.2025

InvestmentNews – Proactivity is key to client satisfaction, and it’s lagging

Featuring Bob Alimena

FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study also shows a pretty substantial gap between the proactivity they want and…

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02.14.2025

InvestmentNews – ‘Money Mimosas’ and other ways to show your Valentine financial love

Featuring Caroline Wetzel

FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps an activity that shows how much you want your relationship to last, not just emotionally, but financially as well? How about sharing a “money mimosa”?…

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02.11.2025

Barron’s – Palantir Is the S&P 500’s Top Stock This Year. It May Keep Climbing.

Featuring Jerry Sneed

Feb 10, 2025, 4:50 pm EST By Paul R. La Monica Technologies is Wall Street’s “it” stock of the moment. The defense contractor reported earnings and revenue last week that blew away forecasts and the artificial intelligence wave could also boost its business from commercial customers. The stock is…

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12.13.2024

Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth

Featuring Rich Franchella

Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon Partners is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role…

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12.13.2024

InvestmentNews – Time to cash out of cash? Advisors offer their suggestions

Featuring Mark Rich

NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…

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10.11.2024

InvestmentNews – The business continuity planning lessons amid Helene and Milton

Featuring Marc Fischer

By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…

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10.09.2024

InvestmentNews – The future of fees

Featuring Zoltan Pongracz

Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent, shall we? It’s been a while since anyone brought it up. Sorry, not that one percent. Not the one politicians rail against for holding almost…

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09.20.2024

AccountingToday – The New Path to Wealth Creation for CPAs

Featuring Jerry Sneed and Frank Mckiernan

In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…

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