Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence
Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting f…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
RIA M&A Market Report: Q1 2026 Deal Activity Starts the Year Strong
The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highligh…
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Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor por…
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2025 FINTRX Family Office Industry Report
Family offices continue to represent a growing source of capital across private markets. The 2025 FINTRX Family Office Industry Report analyzes the 44…
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Women in Wealth Management - 2026
Representation across wealth management roles continues to evolve as the industry attracts a new generation of professionals. Leveraging FINTRX data s…
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Top 100 RIAs by Active ETF AUM - 2026
Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by…
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ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the Dis…
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FINTRX Powers Citywire’s 2025 50 Growers Across America Report
FINTRX is proud to announce its role as the official data provider for Citywire’s 2025 50 Growers Across America report, spotlighting the fastest-grow…
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M&A Activity Across the Private Wealth Landscape: Q1 2025 Highlights
The private wealth space opened in 2025 with momentum, as firms pursued strategic mergers and acquisitions to expand reach, enhance capabilities, and …
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FINTRX Family Office Industry Briefing Series Part 6 - in Partnership with Charles Schwab
It is with great enthusiasm that we unveil Part Six of the Family Office Industry Briefing Series, presented in partnership between FINTRX and Charles…
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