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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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09.09.2024

Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio

Featuring Bob Alimena

Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…

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08.20.2024

Procyon Partners’ Jerry Sneed and Frank McKiernan Recognized by Forbes and Shook Research as Top Next-Gen Wealth Advisors Best-In-State for 2024

Featuring Jerry Sneed and Frank Mckiernan

Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and Shook Research as top Next-Gen Wealth Advisors Best-In-State for 2024. This prestigious honor highlights their exceptional expertise and dedication to their clients, solidifying their positions…

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08.09.2024

Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024

Featuring Mark Rich

Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…

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07.24.2024

FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch

Featuring Jeff Farrar

By   Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…

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07.22.2024

WealthManagement – The Ultimate Entrée For The Independent Channel

Featuring Phil Fiore

Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…

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07.08.2024

InvestmentNews – What RIAs need to think about before partnering up

Featuring Phil Fiore

“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon Partners. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon Partners. It’s essentially…

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