Private Wealth Research & Insights

Posts about:

Industry Trends

Family Office Investment Activity - July 2026

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 ...

RIA M&A Market Report: July 2026 Deal Activity

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...

Where LinkedIn's Top Colleges Actually Rank in Private Wealth

LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-term careers. Princeton held the top spot for a second consecutive year, followed by Duke and...

RIA M&A Market Report: June 2026 Deal Activity

The RIA M&A market closed out the second quarter with 20 announced transactions in June, totaling approximately $133.9 billion in disclosed acquired AUM. The month was defined by a small number of extraordinarily large deals, with the top three...

Family Office Real Estate Investment Activity: 1H 2026

FINTRX tracked 55 direct real estate transactions in the first half of 2026 by family offices, spanning eight property types and six countries. Single family offices (SFOs) accounted for 31 of the 39 unique family offices involved, versus...

Family Office Investment Activity - June 2026

According to FINTRX data, family offices deployed capital across 126 transactions and 117 unique companies in June 2026, continuing an upward trend from 121 transactions in May. Deals spanned pre-seed AI bets to a $12 billion technology...

ESG & Impact Investing Across the Private Wealth Channel

ESG investing has gone through a full cycle in less than a decade. The Financial Planning Association says planner usage of ESG strategies slid from 38% in 2020 to 34% in 2022 as rate hikes and political backlash hit the category. Some...

The Most Viewed Rep & Advisor Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed individual rep and advisor profiles in Q2 2026 to see which advisors are drawing the most attention across the wealth management landscape. From founders of their own RIAs...

The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q2 2026

Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q2 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX, building...

What 'Producing Advisor' Actually Means, and Why Most Coverage Gets It Wrong

Ask most data providers how many advisors they cover, and you'll get an impressive number. Ask how many of those advisors are actually producing, meaning actively managing client assets and generating revenue, and the number usually drops, if anyone...