Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
Insights, updates, and best practices covering every corner of private wealth.
In a new Inside Wealth feature, Robert Frank of CNBC unveiled the Family Office 15 — a ranking of the most active U.S. family offices in direct dealma…
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A growing subset of family offices is taking a more deliberate approach to female-founded startups, prioritizing fundamentals over headlines. Across d…
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In the January edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private…
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Recruiting and M&A teams face the same challenge: many RIAs look promising, but only a small fraction are actually positioned for acquisition or t…
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E-commerce is rarely a core focus for family offices. More often, it shows up alongside investments in technology, private equity, venture capital, re…
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The shift of advisors from wirehouses to independence is one of the most important structural changes happening in wealth management today. Every year…
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Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the c…
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Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firm…
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Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-…
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Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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