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07.02.2026

How Independence Became Real for 4 Financial Advisors

Featuring Phil Fiore

How Independence Became Real for 4 Financial Advisors   July 02, 2026 By Shirl Penney Our co-founder and CEO @Phil Fiore, Jr. was featured in Barron’s discussing what it meant for him and his co-founders to launch Procyon in 2017. A few days before launch,…

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06.15.2026

Wealth managers explain why there is more to legacy planning than moving money

Featuring Brian Turner

Wealth managers explain why there is more to legacy planning than moving money   June 15, 2026 By Gregg Greenberg “We often turn to wisdom or gather it in the seasons of suffering. By extension, a family’s problems are incredible teachers. But to make use…

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06.10.2026

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

Featuring Phil Fiore

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers? June 10, 2026 By Tom Burroughes – Group Editor Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities. “We want our talent to perform at…

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06.03.2026

Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’

Featuring Bob Alimena

Wealth managers weigh the pros and cons of a summertime retirement ‘trial run’   June 03, 2026 By Gregg Greenberg Partner & Private Wealth Advisor Bob Alimena was featured in @InvestmentNews discussing how an extended summer vacation can serve as a valuable “trial run” for…

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05.06.2026

For Women in Wealth Management, Motherhood Can Be a Valuable Asset

Featuring Melissa Dittrich

For Women in Wealth Management, Motherhood Can Be a Valuable Asset   May 06, 2026 By Steve Garmhausen “I’m a fierce protector of my kids, but that instinct shows up in my leadership too,” Melissa shared. “I’m a strong advocate for my team and my…

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05.01.2026

How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’

Featuring Phil Fiore

How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’   May 01, 2026 By Steve Garmhausen For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re…

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05.01.2026

5 Smart Money Moves to Consider Before Signing Up for Medicare

Featuring Andy Leung

5 Smart Money Moves to Consider Before Signing Up for Medicare   May 01, 2026 By Beth Braverman “There are certain finite timelines that you need to know,” says Andy Leung, a certified financial planner and private wealth adviser at Shelton, Connecticut-based Procyon. “You can’t back up,…

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04.28.2026

RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore

Featuring Phil Fiore

RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore   April 28, 2026 By David Armstrong In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil Fiore, co-founder and CEO of Procyon, about how he and his team transitioned…

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04.01.2026

Is Money Destroying Your Relationship? Advice From Money Pros.

Featuring Caroline Wetzel

Is Money Destroying Your Relationship? Advice From Money Pros.   February 19, 2026 By Steve Garmhausen In a country plagued by low financial literacy, it’s good to know that personal finance courses are becoming a requirement for high school students. For this week’s Barron’s Advisor Big Q,…

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