Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
02.14.2025
InvestmentNews – Proactivity is key to client satisfaction, and it’s lagging
Featuring Bob Alimena
FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study also shows a pretty substantial gap between the proactivity they want and…
Read More02.14.2025
InvestmentNews – ‘Money Mimosas’ and other ways to show your Valentine financial love
Featuring Caroline Wetzel
FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps an activity that shows how much you want your relationship to last, not just emotionally, but financially as well? How about sharing a “money mimosa”?…
Read More12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth
Featuring Rich Franchella
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role designed…
Read More12.13.2024
InvestmentNews – Time to cash out of cash? Advisors offer their suggestions
Featuring Mark Rich
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates. Okay Wall Streeters. Like the result or not, the election is over. Time to stop watching the polls and get back to…
Read More10.11.2024
InvestmentNews – The business continuity planning lessons amid Helene and Milton
Featuring Marc Fischer
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane Helene smashed the Southeast, destroying homes and businesses. Not long after, hurricane Milton retraced some of her catastrophic path, adding to both the human toll…
Read More09.20.2024
AccountingToday – The New Path to Wealth Creation for CPAs
Featuring Procyon
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities for wealth creation for partners of CPA firms. This article explores why private equity is attracted to CPA advisory firms and how strategic investment can…
Read More09.09.2024
Wealth Solutions Report – Year-End Adjustments To Maximize The Client Retirement Portfolio
Featuring Bob Alimena
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024 With less than four months to go before we ring in 2025, the approaching year end serves as a reminder for advisors and clients to…
Read More08.09.2024
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…
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