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 acquir…
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The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
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…
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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 fr…
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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 3…
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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 th…
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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 activ…
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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, mean…
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RIA M&A Market Report: May 2026
The RIA M&A market remained active through May, with FINTRX tracking 25 announced transactions during the month. Total disclosed acquired AUM reac…
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SpaceX is Still Private. These RIAs & Broker-Dealers Found a Way In
SpaceX is targeting the largest stock market debut in history, with a valuation exceeding $1.5 trillion ahead of this week's expected NASDAQ IPO. For …
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RIA M&A Market Report: April 2026
The RIA M&A market sustained its pace into April, with FINTRX tracking 26 announced transactions during the month. While deal volume was lower tha…
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