Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
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In the August 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX — your trusted source for AI-powered private wealth data intelligence — details some of the most notable advisor team moveme…
BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other invest…
Read insight →Meet Fin, FINTRX’s new always-on AI agent for the private wealth market. Fin continuously monitors activity across the p…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowin…
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Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management exe…
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Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a de…
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Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized star…
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Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
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Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, r…
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BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, …
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