Procyon Partners, an RIA managing $7 billion in client assets as part of the Dynasty Financial network, is looking to bolster its growth efforts with a new leadership appointment. On Monday, the firm ...

Procyon, a Shelton, Conn., registered investment advisory firm, has acquired OLV Investment Group, a Flint, Mich.-based wealth management firm that oversees about $500 million in client assets.

Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over ...

Acquisition Adds Over $500 Million in Client Assets, New Locations in Michigan and Texas, and Seven Financial Advisors to Procyon’s Growing Platform Procyon, a leading independent registered ...

For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going to be around in a substantive way ...

Two firms affiliated with Dynasty Financial Partners announced Monday they were merging operations to create a $4.5 billion AUM firm with four offices on the East Coast and 24 employees. Procyon ...

Procyon Partners, a Shelton, Conn.-based independent RIA with some $5 billion in client assets, has added two advisors with some $600 million in combined client assets. Frank J. McKiernan and Jerry R.

Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry trend of firms pursuing growth strategies with PE backing. On Thursday, ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Procyon Partners announced today that Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF® will be joining the firm as a Senior Vice President and Senior Private Wealth ...