Private Wealth Research & Insights

Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors seek investment options that align with their values and support responsible business practices....

Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformation continues to add value for high-net-worth families and individuals around the world, this...

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January...

Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with successful business leaders, investors and entrepreneurs. In this episode, D'Argento takes us on his...

Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising professionals compare and evaluate different financial advisors and institutions based on factors...

Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO ofFINTRX, has been recognized as one of the top 100 CEOs to work for in Boston. This prestigious list, compiled by Comparably, a leading workplace culture and...

Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of financial advisors, you can have access to a wealth of information to help you make informed...

It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at Charles Schwab, we at  FINTRX released the Industry Briefing Series to provide valuable and...

Staying ahead in the constantly evolving financial industry can be a challenge. The market is constantly evolving, new regulations are introduced and clients have increasingly complex financial needs. In order for independent financial advisors to...

In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...