INDUSTRY NEWS, INSIGHTS, AND BEST PRACTICES FOR ACCESSING THE PRIVATE WEALTH ECOSYSTEM
The Registered Investment Advisor (RIA) and broker-dealer landscape remained highly active in June 2025, marked by major advisor transitions, strategic acquisitions, and new firm launches that...
In-person meetings with RIAs require significant effort to schedule and prepare for, not to mention the money spent on travel. It’s key that every meeting, every trip, and every handshake...
Artificial Intelligence (AI) has dramatically transformed the financial services industry, and asset management firms are no exception. With growing competition and the increasing...
Posts about:
Stuart Devlin will lead Warakirri Asset Management's Family Office division, focusing on developing business with ultra-high-net-worth individuals and families in Australia.
Private equity and strategic buyers aren’t the only ones courting family-owned businesses these days.
Family offices—the often discreet...
Boston, MA - The Latin America Division of Marcus Evans Private Wealth/Family Office Summits has announced a partnership with FINTRX the Family Office Platform. The partnership with FINTRX will help align and expand Marcus Evans’ continued push...
Copyright © 2025 FINTRX, Inc. All Rights Reserved. 18 Shipyard Drive Suite 2C Hingham, MA 02043 Data Privacy Policy
.png?width=367&height=109&name=ezgif.com-gif-maker%20(3).png)
.png?width=171&height=47&name=Navy%20and%20blue%20fintrx%20logo%20(1).png){kind=small}
