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Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowing an institution has trust powers is only the starting point — the real question…
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial a…
Read insight →Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealt…
Read insight →Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
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decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…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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The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawin…
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The most successful advisor recruiters don't just find names; they find moments. Knowing when an advisor is likely to consider a move is what separate…
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According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 tra…
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