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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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03.31.2026

How a former Marine built a veteran niche on LinkedIn

Featuring Andy Leung

How a former Marine built a veteran niche on LinkedIn   February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.

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03.31.2026

Women Advisors See Opportunity in the Great Wealth Transfer

Featuring Bevin Nealon

Women Advisors See Opportunity in the Great Wealth Transfer   March 31, 2026 by Sally Cates  Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to…

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03.26.2026

Women in Leadership: A Conversation with Bevin Nealon, CFP® of Procyon

Featuring Bevin Nealon

Women in Leadership   March 26, 2026 By Investor Magazine Staff Contributor To me, being a trailblazer means building your own path instead of waiting for one to be handed to you. A Conversation with Bevin Nealon, CFP® of Procyon.

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03.25.2026

How to invest in today’s market, according to a pro

Featuring James Diver

How to invest in today’s market, according to a pro   February 19, 2026 By Lucy Brewster James Diver advises high net worth clients on investing in a wild market. As a financial advisor to high net worth clients at Procyon, James Diver has seen it all….

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