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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
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FINTRX MCP Now Available in Microsoft Copilot
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
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The Most Viewed Family Office Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
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6 Things You Can Ask Fin to Do This Week
Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
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Family Office Investment Activity - August 2026
According to FINTRX data, family offices deployed capital across 112 transactions and 99 unique companies in August 2026, an increase from July's 107 …
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RIA M&A Market Report: August 2026 Deal Activity
The RIA M&A market produced 16 announced transactions in August, totaling approximately $59.34 billion in disclosed acquired AUM. The month was he…
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What Schedule RC-T Can Tell Asset Managers About a Bank or Trust Company
Banks and trust companies collectively report trillions of dollars in fiduciary assets each year through Schedule RC-T, but for asset managers, knowin…
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