Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
08.09.2024
Wealth Solutions Report – Predicting Stock Markets For The Second Half Of 2024
Featuring Mark Rich
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of 2024, uncertainty remains around the markets, partially driven by the Federal Reserve, which may cut rates in September for the first time since March 2020…
Read More07.24.2024
FinancialPlanning – Career changers reflect on the many paths into financial planning — and offer advice on making the switch
Featuring Jeff Farrar
By Rob Burgess They were military members, teachers, civil engineers, broadcasters, human resources directors and every profession in between. And now they’re financial advisors. While these career changers may not have much in common on the surface, one attribute they share is the desire to…
Read More07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Featuring Phil Fiore
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read More07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Featuring Phil Fiore
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon. It’s essentially a wedding…
Read More06.28.2024
InvestmentNews – Financial planners not playing games with GameStop
Featuring Jerry Sneed
Meme stocks may be flying again, but a new study shows more financial planners would not buy individual stocks even if they were blue-chips. By Gregg Greenberg Daytraders are once again going gaga for GameStop and other so-called meme stocks. Financial advisors likely won’t be…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Featuring Phil Fiore
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read More05.14.2024
Wealth Solutions Report – How To Improve Your Service For Female Clients
Featuring Caroline Wetzel
Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has been and continues to be predominantly male with a historical focus on male clients, women are advancing, both as advisors and professionals as well as…
Read More05.09.2024
Financial Planning – Social Security is still in trouble. What should advisors tell their clients?
Featuring Jeff Farrar
By Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less rapidly than it was last year. On Tuesday, Social Security’s board of trustees released its 2024 report on the program’s finances, and they’re precarious. By…
Read More05.06.2024
Forbes – Methodology: Best-In-State Wealth Advisors 2024
Featuring Jerry Sneed
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive approach…
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