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.

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 ...

The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for ...

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.

Three Westport, Conn.-based financial advisors are leaving Procyon Partners, the Dynasty- and Constellation Wealth Capital-backed registered investment advisor with $8 billion in assets, to launch ...

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 ...