Live Breaking News & Updates on Procyon partners

Stay informed with the latest breaking news from Procyon partners on our comprehensive webpage. Get up-to-the-minute updates on local events, politics, business, entertainment, and more. Our dedicated team of journalists delivers timely and reliable news, ensuring you're always in the know. Discover firsthand accounts, expert analysis, and exclusive interviews, all in one convenient destination. Don't miss a beat — visit our webpage for real-time breaking news in Procyon partners and stay connected to the pulse of your community

Procyon: Institutional Due Diligence With a Private Wealth Overlay

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds.

China , Phil-fiore , Schwab-etfs , Nasdaq , Capital-group-dividend-value , Merrill-lynch , Research-group , Procyon-partners , Dynasty-financial , Bloomberg-aggregate-bond , Cap-cash-cows , Procyon-vintage

Prospecting for clients the 'old-fashioned way'

Prospecting for clients the 'old-fashioned way'
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Liz-windisch , Sean-lovison , Jeff-ferrar , Chuck-failla , Catherine-valega , Purpose-built-financial-services , Sovereign-financial-group , Prospect-accelerator , Aspen-wealth-management , Procyon-partners , Purpose-built-financial , Green-bee-advisory

SMAs dominate mutual funds for wealthier clients, report shows

Affluent investors have been pouring money into SMAs and turning slightly away from mutual funds, a new consumer research report shows.

United-states , Americans , Brian-clarke , Laura-varas , Carla-adams , Jeff-farrar , Ametrine-wealth , Clarke-financial-counsel , Procyon-partners , Ninety-one ,

Teams pull 737 down Tweed-New Haven Airport runway to benefit Special Olympics

There's nothing unusual about a 737 heading down the runway at Tweed-New Haven Airport...unless there's a team of people pulling it.

Farmington , Connecticut , United-states , Australia , Robyn-batchelder , Andrew-levy , Olympics , Special-olympics , Avelo-airlines , Tweed-new-haven-airport , Special-olympic , Procyon-partners

Advisors take US debt downgrade in stride: 'More to do with politics than economic stability'

Financial advisors weren't expecting a credit rating agency to downgrade U.S. debt, but they're taking the move in stride.

Washington , United-states , White-house , District-of-columbia , Francisco-ayala , Lisa-kirchenbauer , Jeff-farrar , Steve-ankerstar , Coleridge-group , Fitch-ratings , Federal-reserve , Omega-wealth-management

RIA Roundup: Emigrant Partners Stakes MONECO Advisors

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.

Long-island , Tennessee , United-states , Westport , Connecticut , Maryland , Massachusetts , Rhode-island , Boston , Simsbury , New-jersey , New-haven

Procyon Partners adds two advisors managing $600 million

Procyon Partners said it had added two advisors, Frank McKiernan and Jerry Sneed, who managed $600 million in assets at Baker Tilly.

Massachusetts , United-states , New-york , Christopher-sneed , Emily-demers , Amanda-diguiseppe , Jerry-sneed , Frank-mckiernan , Merrill-lynch , Procyon-partners , Connecticut-based-procyon , Baker-tilly-wealth-management

Mindy Diamond on Independence: How Phil Fiore Built a $6B Firm

Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.

Louis-diamond , Morgan-stanley-graystone , Phil-fiore , Institutional-consulting-group , Morgan-stanley , Graystone-consulting , Prudential-securities , Consulting-group , Procyon-partners , Dynasty-financial ,

Diversity grant winners finish CFP test prep at twice the rate of other future planners

The results come from the College for Financial Planning’s first cohort of scholarship winners.

Colorado , United-states , Florida , Connecticut , Americans , America , American , Cory-mccruden , Andy-leung , Dirk-pantone , Danyell-davis , College-for-financial-planning

RIA private equity deals drive 2021 M&A | Financial Planning

The 2022 outlook looks to be much the same.

California , United-states , Manhattan-beach , Morgan-stanley , Jason-fertitta , Brian-baum , Phil-fiore , Barnaby-audsley , Dynasty-financial-partners , Americana-partners , Wall-street , Procyon-partners

Live Breaking News & Updates on Procyon partners

Affluent investors have been pouring money into SMAs and turning slightly away from mutual funds, a new consumer research report shows.United-states , Americans , Brian-clarke , Laura-varas , Carla-adams , Jeff-farrar , Ametrine-wealth , Clarke-financial-counsel , Procyon-partners , Ninety-one ,

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.Long-island , Tennessee , United-states , Westport , Connecticut , Maryland , Massachusetts , Rhode-island , Boston , Simsbury , New-jersey , New-haven

The results come from the College for Financial Planning’s first cohort of scholarship winners.Colorado , United-states , Florida , Connecticut , Americans , America , American , Cory-mccruden , Andy-leung , Dirk-pantone , Danyell-davis , College-for-financial-planning

The 2022 outlook looks to be much the same.California , United-states , Manhattan-beach , Morgan-stanley , Jason-fertitta , Brian-baum , Phil-fiore , Barnaby-audsley , Dynasty-financial-partners , Americana-partners , Wall-street , Procyon-partners

Affluent investors have been pouring money into SMAs and turning slightly away from mutual funds, a new consumer research report shows.

United-states , Americans , Brian-clarke , Laura-varas , Carla-adams , Jeff-farrar , Ametrine-wealth , Clarke-financial-counsel , Procyon-partners , Ninety-one ,

Emigrant adds 21st growth-oriented firm to portfolio of wealth management businesses, while 7 firms announced recruits or acquisitions this week.

Long-island , Tennessee , United-states , Westport , Connecticut , Maryland , Massachusetts , Rhode-island , Boston , Simsbury , New-jersey , New-haven

The results come from the College for Financial Planning’s first cohort of scholarship winners.

Colorado , United-states , Florida , Connecticut , Americans , America , American , Cory-mccruden , Andy-leung , Dirk-pantone , Danyell-davis , College-for-financial-planning

The 2022 outlook looks to be much the same.

California , United-states , Manhattan-beach , Morgan-stanley , Jason-fertitta , Brian-baum , Phil-fiore , Barnaby-audsley , Dynasty-financial-partners , Americana-partners , Wall-street , Procyon-partners