Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
11.07.2022
Businesswire – Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Featuring Procyon
11.03.2022
Financial Advisor Article – Diversity Scholarship CFPs Talk Of New Horizons
Featuring Andy Leung
The first graduates of the College for Financial Planning’s Diversity Scholarship program have now entered the advisory field as certified financial planners (CFPs). In January 2021, the Kaplan Company’s College for Financial Planning in Centennial, Colo., announced the first 20 recipients of its nearly $500,000…
Read More10.07.2022
Procyon Partners Hires $105M Private Wealth Advisor Bob Alimena
Featuring Procyon
09.20.2022
Barron’s Article – Job 1 for RIAs: Finding New Recruits
Featuring Phil Fiore
With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…
Read More08.17.2022
FAs Weigh In: Why Scale Truly Matters – Financial Advisor IQ
Featuring Procyon
“Built by FAs for FAs,” Procyon can “fully understand the issues and stresses” that advisors experience, according to chief executive officer Phil Fiore. FA-IQ reached out to advisors to ask: Has the feverish pace of RIA M&A activity made you consider either acquiring another firm…
Read More07.29.2022
From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Featuring Phil Fiore
Institutional consulting is a specialty within the wealth management industry focused on advising corporate, foundation, endowment, and retirement plan clients. It’s a business area that’s often well-served by large firms such as Morgan Stanley’s Graystone Consulting, Merrill, or UBS—which typically have the advantage of a…
Read More06.27.2022
Diversity grant winners finish CFP test prep at twice the rate of others
Featuring Andy Leung
06.08.2022
From overwhelming to educating: An advisor learns from trauma
Featuring Caroline Wetzel
06.08.2022
A Financial Health Checklist for Small Business Owners
Featuring Caroline Wetzel