According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 transactions, with AI reaching its highest concentration of the year and energy …
Research-backed perspectives on family offices, advisors, wealth teams, fund distribution, capital raising, AI, and the signals shaping the market.
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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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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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 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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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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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decision-makers at banks and trust companies shouldn't require piecing together call reports, state charters, and outdated staff di…
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