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Private Wealth Research & Insights

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Industry Trends

Notable Rep Movement: UBS Capitalizes on Departures from Merrill Lynch

A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in favor of UBS. Over the past year, there has been an accelerating transition in talent and client...

FINTRX Global Family Office Report Part 5 | Sponsored By Charles Schwab

It is with great enthusiasm that we present Part Five of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles Schwab. In this segment, we delve into the intricate world of family office classification,...

5 Family Offices Investing in ESG Initiatives

Leveraging the FINTRX Private Wealth Data Platform, we highlight five family offices actively investing in companies with a strong focus on Environmental, Social and Governance (ESG) initiatives. With comprehensive and reliable data on thousands of...

How Financial Professionals Use FINTRX Data

At FINTRX, we understand that each client has unique needs and requirements when it comes to their investment strategies and objectives. That's why we have developed a platform that caters to the diverse range of various professionals in the...

How FINTRX Simplifies Stock & ETF Tracking & Research

In the fast-paced world of finance, staying ahead of the curve is paramount. For many industry professionals, tracking the equities holdings of investment advisors, fund managers and broker-dealers is not just a routine task—it's a strategic...

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 Office & RIA Yearly Roundup. In this unique newsletter edition, we explore several main themes of the...

Why More Financial Advisors are Shifting to Independent Firms

In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independence. This departure is not just a short-lived trend but a profound statement about what today's...

Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms

In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wirehouse firms, often as a starting point for their careers or as an efficient means to build their...

Wirehouse vs. Aggregator Teams: Understanding Private Wealth Groups

The financial services industry is dynamic, constantly evolving in order to accommodate the ever-changing demands of the wealthy. In order to best cater to the current wealth management needs of individuals and institutions alike, private wealth...

The Rise of ESG Investing Among Family Offices

Environmental, social, and corporate governance factors have always been a consideration for family office investors and businesses, but it wasn't until the last decade or so that awareness of ESG topics has skyrocketed. Investing for social...