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05.14.2024

Wealth Solutions Report – How To Improve Your Service For Female Clients

Featuring Caroline Wetzel

Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…

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05.09.2024

Financial Planning – Social Security is still in trouble. What should advisors tell their clients?

Featuring Jeff Farrar

By   Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…

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05.06.2024

Forbes – Methodology: Best-In-State Wealth Advisors 2024

Featuring Jerry Sneed

Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive…

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04.09.2024

WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay

Featuring Antonio Rodrigues and Phil Fiore

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…

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04.08.2024

Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule

Featuring Amber Kendrick

You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionals anxiously anticipate the Department of Labor’s new fiduciary requirements, which President Joe Biden is expected to sign this spring, their attitudes vary greatly. Some look…

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04.01.2024

Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition

Featuring Phil Fiore

Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…

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03.20.2024

USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now

Featuring Jeff Farrar

Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet. In the spirit of renewal, here are 12 financial moves you should make this spring. Some are annual rituals or should be. Others are tasks…

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01.17.2024

USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023

Featuring Jonathan Duggan

Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…

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01.17.2024

CityWire – $6.5bn Procyon makes executive hire

Featuring Phil Fiore

Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s…

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