07.08.2025
Procyon buys $600m Connecticut RIA in first dea...
Industry News/Trends
Procyon buys $600m Connecticut RIA in first deal post-Constellation investment July 8, 2025 By Ian Wenik Connecticut RIA Procyon has…
06.27.2025
Beware Hidden 401(k) Withdrawal Protocols
Industry News/Trends
Beware Hidden 401(k) Withdrawal Protocols June 27, 2025 By Ben Mattlin Most retirees know that at some point they’re going…
06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Industry News/Trends
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their…
06.07.2025
InvestmentNews – Building a specialized financi...
Industry News/Trends
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social…
05.23.2025
Barron’s – What These Financial Advisors ...
Industry News/Trends
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service…
05.14.2025
FA Magazine – Roth Conversion Strategies For A ...
Industry News/Trends
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s…
05.03.2025
InvestmentNews – Advisors Work To Make Sure Ove...
Industry News/Trends
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients…
04.29.2025
WealthManagement.com – Procyon Readies New Deal...
Industry News/Trends
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at…
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Press releases
07.08.2025
$8-Billion Procyon Expands Northeast Presence w...
Industry News/Trends
$8-Billion Procyon Expands Northeast Presence with Addition of Wooster Corthell Wealth Management Acquisition Adds $600 Million In Assets, Deepens National Independent Platform,…
04.17.2025
Procyon Partners Receives Strategic Minority In...
Industry News/Trends
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint…
03.11.2025
Procyon Partners Supercharges Investment Team w...
Industry News/Trends
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight…
12.13.2024
Business Wire – Procyon Partners Makes Po...
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard…
11.09.2022
AdvisorHub – Procyon Partners Ramps Up Mo...
Industry News/Trends
$5.5 Billion Procyon Partners Expands Footprint with New Office in Maryland
11.07.2022
Businesswire – Procyon Partners Ramps Up ...
Industry News/Trends
$5.5 Billion Procyon Partners Expands Footprint with New Office in Maryland
10.07.2022
Procyon Partners Hires $105M Private Wealth Adv...
Industry News/Trends
Procyon Hires Bob Alimena
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