RIA & Broker Dealer Roundup: November '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this editi…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
FINTRX & Source50 Summits Announce Partnership, Bringing Enhanced Advisor Data Intelligence to Their Event Attendees
November 13, 2024 – Boston, MA – FINTRX, the leading data and research platform for the wealth management ecosystem, has announced an exciting partner…
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RIA & Broker Dealer Roundup: October '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer landscape continues to evolve rapidly, with pivotal changes occurring each month. FINTRX, the leader in globa…
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RIA & Broker Dealer Roundup: September '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker-dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leading…
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How Chinese & Middle Eastern Family Offices Are Shaping Global Investment Strategies
Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. …
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How AI is Reshaping Private Equity: Key Use Cases & a Look at Leading Vendors
As artificial intelligence (AI) and generative AI (GenAI) continue to dominate conversations within private capital markets, Holland Mountain and PE S…
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FINTRX Welcomes Greg Bell as Sr. Director, Enterprise Accounts
Boston, MA - FINTRX, the leading resource for Family Office & Registered Investment Advisor (RIA) data intelligence, is excited to welcome Greg Be…
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2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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FINTRX Named to Inc.'s 5,000 Fastest Growing Private Companies in America
Boston, MA -- FINTRX has been named to Inc. Magazine's top 5,000 fastest-growing private companies in the nation. In addition, FINTRX posted a top 75 …
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Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse
The banking crisis of 2023 hit markets hard in Q1 and Q2 as several large-scale banks collapsed, including San Francisco-based banking giant, First Re…
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