NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is pleased to announce that newly-formed Procyon Partners has joined the Dynasty Network of Advisory firms. Based in Shelton, CT, Procyon Partners ...

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 ...

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.

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 ...

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 ...

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 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, ...

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.

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 ...

SHELTON, Conn.--(BUSINESS WIRE)--Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized, fiduciary-driven wealth management solutions, today ...