Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
FINTRX’s Women in Wealth Management 2026 report, released in March, found that women make up 28% of the more than 500,000 professionals at U.S. wealth management firms, and 26.5% of producing advisors with less than five years in …
Insights, updates, and best practices covering every corner of private wealth.
The New York Jets, Detroit Tigers, Philadelphia 76ers, and Minnesota Timberwolves have something in common beyond professional sports: the families an…
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The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…
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In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
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Direct mail to advisors is a great marketing channel, but finding an advisor's home address usually means hours on people-search sites, stale records,…
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Anthropic filed for its IPO on October 26 and plans to list on the Nasdaq as ANT, with trading expected as soon as the week of November 16. Advisors a…
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A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…
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Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…
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