RIA & Broker-Dealer Roundup: December '25 Moves, M&A Deals & Emerging Players
In the December edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
The RIA Industry Events & Conferences in 2026
Planning your conference calendar has become a year-round exercise for firms across the RIA and wealth-management ecosystem. With so many events compe…
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FINTRX & Ultimus Fund Solutions Announce Partnership
December 15, 2025 – Boston, MA – FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, ha…
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5 Largest Family Office Direct Deals of November 2025
November delivered another surge in family office activity, with private wealth concentrating capital in AI, energy innovation, and frontier technolog…
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RIA & Broker-Dealer Roundup: November '25 Moves, M&A Deals & Emerging Players
In the November edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered privat…
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5 Largest Family Office Direct Deals of October 2025
Family offices aren’t slowing down. Even in a volatile market, they continue to be some of the most active and forward-thinking investors, pouring bil…
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RIA & Broker-Dealer Roundup: October '25 Moves, M&A Deals & Emerging Players
In the October edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered privat…
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5 Largest Family Office Direct Deals of September 2025
Family offices continue to be powerful drivers of innovation, directly funding next-generation companies across AI, biotech, infrastructure, and more.…
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RIA & Broker-Dealer Roundup: September '25 Moves, M&A Deals & Emerging Players
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered priv…
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5 Family Offices Backing AI-Driven Cybersecurity Ventures
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat det…
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