Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
Lead intelligence
The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was headlined by two landmark deals: Neos Investments ($30B) acquired by Goldman Sachs…
In the August 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX — your trusted…
Read insight →BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other invest…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the private wealth channel and brin…
Read insight →
Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowin…
Read insight →
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management exe…
Read insight →
Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a de…
Read insight →
Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized star…
Read insight →
Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
Read insight →
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, r…
Read insight →One sharp email covering the most important movements across private wealth. New research first. No filler.
Subscribe Now →