Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
10.07.2026
Here Are Advisor Firms’ Go-To Business Metrics
Featuring Phil Fiore
Here Are Advisor Firms’ Go-To Business Metrics October 07, 2026 By Steve Garmhausen Our CEO Phil Fiore, Jr. CIMA® told Barron’s Advisor that net organic growth is the number he watches most closely, because it shows both sides of the business. New clients coming…
Read More10.01.2026
BusinessWire – Procyon Expands Northeast Presence with Acquisition of Elite Retirement Consultants, Establishing New Jersey Location
Featuring Phil Fiore
Procyon Expands Northeast Presence with Acquisition of Elite Retirement Consultants, Establishing New Jersey Location October 01, 2026 By BusinessWire Procyon, an independent registered investment advisory firm, has acquired Elite Retirement Consultants, LLC (“ERC”), a wealth management firm based in Sparta, New Jersey. The transaction…
Read More09.23.2026
Dow tumbles more than 300 points, Nasdaq drops 1% as Treasury yields surge: Live updates
Featuring Massimo Santicchia
Dow tumbles more than 300 points, Nasdaq drops 1% as Treasury yields surge: Live updates Sep 23, 2026 By CNBC Corporate earnings remain strong, but persistent inflation and the prospect of further Fed rate hikes are creating tension in the market, our Head of…
Read More09.23.2026
Annuity income eases retirement anxiety and market fear, advisors say
Featuring Jesse VanValin
Annuity income eases retirement anxiety and market fear, advisors say Sep 23, 2026 By Gregg Greenberg Senior Vice President & Private Wealth Advisor Jesse VanValin, AIF® walked InvestmentNews through how he achieves this. He backs out the investment values, puts a number on the…
Read More08.26.2026
Bond Yields Are Rising. What Investing Pros Say to Do Now.
Featuring Katherine Gallagher
Bond Yields Are Rising. What Investing Pros Say to Do Now. Aug 26, 2026 By Steve Garmhausen Katherine Gallagher, Senior Vice President and Co-Head of U.S. Equities, was featured in a Barron’s article last week, discussing how we’re viewing bonds in the current rate…
Read More08.19.2026
S&P 500 snaps 3-day losing streak as extraordinary Treasury action provides some rate relief
Featuring Massimo Santicchia
S&P 500 snaps 3-day losing streak as extraordinary Treasury action provides some rate relief August 19, 2026 By CNBC Stocks are performing well this week thanks to a strong second quarter earnings season, Our Head of US Equities and Senior Vice President Massimo Santicchia…
Read More08.14.2026
Building Family Office Capabilities for the Middle Market
Featuring Phil Fiore
Building Family Office Capabilities for the Middle Market Our co-founder and CEO Phil Fiore, Jr. CIMA® was featured in Wealth Management’s 2026 Midyear Outlook, contributing an article titled “Building Family Office Capabilities for the Middle Market” that discusses what it will take for advisors…
Read More07.24.2026
Empty nest, full opportunity: how advisors turn a life change into a plan
Featuring Caroline Wetzel
Empty nest, full opportunity: how advisors turn a life change into a plan July 24, 2026 By Gregg Greenberg Caroline Wetzel, CFP®, MBA, AWMA®, Vice President and Private Wealth Advisor, was featured in @InvestmentNews article “Empty nest, full opportunity: how advisors turn a life…
Read More07.02.2026
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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