Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
Fidelity will require registered investment advisers to custody at least $100 million in client assets on its platform by June 30, 2027, or begin winding down the relationship. The minimum, which until now applied only to new firm…
Insights, updates, and best practices covering every corner of private wealth.
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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New ETFs launch every week, advisor shelf space keeps shrinking, and distribution teams face more pressure than ever to prove ROI on every outreach ef…
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AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wea…
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Most weeks, external meetings don't stay where you put them. A call gets moved up, a colleague loops you into a conversation an hour before it happens…
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According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …
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The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was he…
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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…
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BOSTON – Sept. 9, 2026 — FINTRX, the leading provider of private wealth intelligence for asset managers and other investment professionals, today intr…
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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…
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