Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
12.08.2025
Procyon acquires $500m Michigan RIA
Featuring Makayla Francis
Procyon acquires $500m Michigan RIA December 8, 2025 By Alec Rich Connecticut RIA Procyon revealed one of its largest deals to date on Monday, as the firm continues to scale up since selling a stake to Constellation Wealth Capital (CWC) earlier this year. Procyon’s…
Read More12.08.2025
Dynasty-Backed Procyon Acquires $500M OLV Investment Group
Featuring Makayla Francis
Dynasty-Backed Procyon Acquires $500M OLV Investment Group December 8, 2025 By Diana Britton Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over $500…
Read More11.10.2025
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer.
Featuring Makayla Francis
What Makes an RIA Attractive to Acquirers? There’s No Simple Answer. November 10, 2025 By Harris Baltch Phil Fiore, CEO, Procyon: What I look for, most important, is an acquisition target that believes that we, as a collective, are better together. If they believe a…
Read More10.29.2025
Benefits Think Why more employers are embracing total benefits consulting
Featuring Makayla Francis
Benefits Think Why more employers are embracing total benefits consulting October 29, 2025 By Sean Rabinowitz Thomas Gahan As the lines between financial wellness and physical well-being continue to blur in today’s workplace, employers are rethinking how they deliver employee benefits. The result is a…
Read More10.07.2025
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…
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