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Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management executives, LPs, asset managers, and fintechs for the industry's largest gathering. At the center of...
Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a deal reported at roughly $4 billion. Altruist will operate as a standalone business after the close,...
Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized starting point, the Bank & Trust universe spans federal regulatory filings, state-chartered institutions,...
Reaching fiduciary decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff directories. With the launch of the Bank & Trust dataset, FINTRX brings the same hybrid research...
Family offices aren't relying solely on funds to deploy capital anymore. Single and multi-family offices are writing checks directly into companies, real estate, and co-investments, forcing distribution and business development teams to rethink how...
BOSTON, Aug. 17, 2026 /PRNewswire/ -- FINTRX, the leading private wealth intelligence platform for asset managers and other investment professionals, today released its second-quarter Family Office Report, with trends and intelligence...
The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawing on proprietary data on 96 new firm profiles and 1,487 new contacts added to the platform last...
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 separates guesswork from precision. FINTRX turns advisor and firm intelligence into actionable...
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 transactions but still anchored by mega-deals at the top end, including a $10 billion round ...
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed acquired AUM. Unlike June, which was dominated by a single outlier deal, July's activity was more...
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