5 Ways to Stand Out in Future Proof Festival Breakthru Meetings
Future Proof Festival returns to Huntington Beach, CA, September 14-17, 2026, bringing together thousands of financial advisors, wealth management exe…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
Vanguard's $4B Bet on Altruist: What It Means for the RIA Custodial Landscape
Vanguard announced this week that it has entered a definitive agreement to acquire Altruist, the RIA custodian and wealth technology platform, in a de…
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How FINTRX Sources and Verifies Bank & Trust Data
Bank & Trust data does not come from one filing, regulator, or public database. Unlike the RIA market, where Form ADV provides a standardized star…
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Family Office Report: Q2 2026 Trends & Intelligence
The FINTRX Q2 2026 Family Office Intelligence Report delivers a data-driven look at the latest developments across the family office landscape, drawin…
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Family Office Investment Activity - July 2026
According to FINTRX data, family offices deployed capital across 107 transactions and 96 unique companies in July 2026, a pullback from June's 126 tra…
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RIA M&A Market Report: July 2026 Deal Activity
The RIA M&A market remained active through July, with FINTRX tracking 18 announced transactions totaling approximately $21.75 billion in disclosed…
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Where LinkedIn's Top Colleges Actually Rank in Private Wealth
LinkedIn released its second annual Top Colleges list on August 4, 2026, naming the 50 U.S. schools whose graduates go on to build the strongest long-…
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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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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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