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…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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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…
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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 …
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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 …
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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…
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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…
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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 Industry Spotlight: Women-Led Independent RIAs
We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led …
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5 Family Offices Investing in Hotel Properties
The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that gar…
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