02.11.2025
Barron’s – Palantir Is the S&P 500’s...
Industry News/Trends
Feb 10, 2025, 4:50 pm EST By Paul R. La Monica Technologies is Wall Street’s “it” stock of the moment. The…
12.13.2024
InvestmentNews – Time to cash out of cash? Advi...
Industry News/Trends
NOV 11, 2024 By Gregg Greenberg Wealth managers weigh in on what to do with their cash positions if the Fed…
10.11.2024
InvestmentNews – The business continuity ...
Industry News/Trends
By Gregg Greenberg The widespread devastation caused by hurricanes Helene and Milton has wealth managers updating their emergency plans. First hurricane…
10.09.2024
InvestmentNews – The future of fees
Industry News/Trends
Is it finally time to wave goodbye to the industry standard one-percent AUM fee? Let’s talk about the one percent,…
09.20.2024
AccountingToday – The New Path to Wealth ...
Industry News/Trends
In the dynamic landscape of finance and accounting, the relationship between private equity and CPA firms has transformed unlocking opportunities…
09.09.2024
Wealth Solutions Report – Year-End Adjust...
Industry News/Trends
Dynasty Affiliates Share Retirement Strategies For Adjusting To Current Conditions, Trends And Tax Planning In The Final Months Of 2024…
08.20.2024
Procyon Partners’ Jerry Sneed and Frank McKiern...
Industry News/Trends
Procyon Partners is proud to announce that Jerry Sneed, CFA®, CAIA® and Frank McKiernan have been recognized by Forbes and…
08.09.2024
Wealth Solutions Report – Predicting Stoc...
Personal finance, Industry News/Trends
Dynasty Affiliates Predict Equities Markets And Discuss Economic Factors, Opportunities And Risks As we look towards the second half of…
Page 1 of 16 →
Press releases
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…
06.30.2023
Financial Advisor IQ – Procyon Partners A...
Industry News/Trends
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that…
06.28.2023
Family Wealth Report – US Wealth House Ad...
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…
06.27.2023
InvestmentNews – Procyon Partners adds tw...
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…
06.27.2023
Citywire – Dynasty-backed Procyon adds $6...
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…
06.27.2023
Businesswire – Already a Juggernaut of RI...
Industry News/Trends
Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023…
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
Page 1 of 3 →
Contact us
Discover the latest in thought leadership, industry insights, Procyon news and events, and more.