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…
Read insight →
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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. …
Read insight →
RIA & Broker Dealer Roundup: August '24 Moves, M&A Deals & Emerging Players
The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader i…
Read insight →
5 Family Offices Investing in Mixed-Use Properties
In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns…
Read insight →
5 Family Offices Investing in Raw Land
In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize retur…
Read insight →
RIA & Broker Dealer Roundup: July '24 Rep Movements, M&A Deals and Emerging Players
The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the …
Read insight →
5 Family Offices Investing in Industrial Properties
Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn …
Read insight →
RIA & Broker Dealer Roundup: June '24 Rep Movements, M&A Deals and Emerging Players
The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINT…
Read insight →
Elevate Your Recruitment Strategy with FINTRX
Competition for top talent across financial services is only getting stronger. For firms looking to build high-performing teams, finding the right can…
Read insight →
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…
Read insight →
Get The Newsletter