Family Office Investment Activity - August 2026
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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RIA M&A Market Report: August 2026 Deal Activity
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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RIA & Broker-Dealer Roundup: August '26 Moves, M&A Deals & New Launches
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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FINTRX Launches New AI Agent Named "Fin" That Monitors and Integrates Private Wealth Data and Intelligence into Email, Slack, Microsoft Teams, and Calendars
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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Introducing Fin by FINTRX: Private Wealth Intelligence, Delivered to You
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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What Schedule RC-T Can Tell Asset Managers About a Bank or Trust Company
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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5 Ways to Stand Out in Future Proof Festival Breakthru Meetings
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's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape
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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How FINTRX Sources and Verifies Bank & Trust Data
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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Breaking Down the FINTRX Bank & Trust Dataset
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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