Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
10.07.2025
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients
Featuring Makayla Francis
Growth-Minded FAs Look Beyond AUM to Divvy Up Clients October 7, 2025 By Sam Del Rowe Financial advisors have traditionally relied on clients’ asset amounts to determine service levels, but some are considering other factors, such as complexity and profession, to create their all-important…
Read More09.26.2025
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES
Featuring Massimo Santicchia
DUE DILIGENCE REPORT – LARGE CAP US EQUITIES September 26, 2025 By Jen Hill The Big Game Despite a challenging macro backdrop, US large caps continue to dominate the investment landscape. Like mighty creatures in the wild, these companies combine scale, strength and adaptability to…
Read More07.30.2025
Top tips for young financial advisors
Featuring Makayla Francis
Top tips for young financial advisors July 30, 2025 by Suleman Din and Bernice Napach Take the uphill challenge of building a book of business from scratch. You’ve leveraged your network of friends and family, and now you’re stretching to cut through the noise of everyday digital…
Read More07.22.2025
Veteran women advisors offer career advice to up-and-comers
Featuring Caroline Wetzel
Veteran women advisors offer career advice to up-and-comers July 22, 2025 By Gregg Greenberg Women represent 31% of US financial advisors at last check, according to the Bureau of Labor Statistics (BLS). That means they have a lot of room for growth in the wealth management…
Read More07.08.2025
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment
Featuring Phil Fiore
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has made its first acquisition since it sold a stake in itself to serial wealth management investor Constellation Wealth Capital (CWC). The $8bn firm said Tuesday…
Read More07.08.2025
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management
Featuring Phil Fiore
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform, and Strengthens Procyon’s Capabilities in Multi-Generational Wealth Planning July 8, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon, a rapidly growing independent registered…
Read More06.27.2025
Beware Hidden 401(k) Withdrawal Protocols
Featuring Amber Kendrick
Beware Hidden 401(k) Withdrawal Protocols June 27, 2025 By Ben Mattlin Most retirees know that at some point they’re going to start moving money out of their 401(k) plans. But not everybody thinks about how that happens, or how many ways there are to do…
Read More06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Featuring Massimo Santicchia
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their stature fool you – small and mid-caps are built for more than play. Nimble, focused, and wired for innovation, they are poised to outpace the…
Read More06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Featuring Caroline Wetzel
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
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