The Rise of Female Advisors: A Generational Shift in Wealth Management
The wealth management industry is undergoing a profound generational shift—driven by the increasing visibility, leadership, and influence of female ad…
Read insight →The FINTRX Blog: Private Wealth Intelligence
Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast
Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast'. In this first installment of four, FINTRX sp…
Read insight →
Relationship Path: AI-Powered Relationship Intelligence for Financial Professionals
FINTRX unveils Relationship Path, the latest advancement in AI-powered relationship mapping for the private wealth ecosystem. Success prospecting into…
Read insight →
LPL Attracts Elite Teams with Advisor-Focused Culture
LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-fo…
Read insight →
February '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision…
Read insight →
What's New at FINTRX | February 2024
Discover the latest product developments and happenings at FINTRX, the leading family office & registered investment advisor (RIA) data intelligen…
Read insight →
Exploring Real Estate Investment Trends Among Family Offices
Family offices, responsible for managing the wealth of high-net-worth individuals and families, have long been recognized for their strategic and cust…
Read insight →
Notable Rep Movement: UBS Capitalizes on Departures from Merrill Lynch
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in fa…
Read insight →
FINTRX Releases Family Office Real Estate Investment Data
Through the addition of its Property Transactions feature, FINTRX expands its offerings to include a comprehensive dataset on direct real estate trans…
Read insight →
FINTRX Global Family Office Report Part 5 | Sponsored By Charles Schwab
It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charl…
Read insight →
Get The Newsletter