<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Private Wealth Research & Insights

Posts about:

RIA

RIA & Broker Dealer Roundup: April '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. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...

April '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...

RIA & Broker Dealer Roundup: March '24 Rep Movements, M&A Deals and Emerging Players

The registered investment advisor (RIA) industry continues to be a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly...

An AI Power Play: FINTRX Fuels Innovation in Private Wealth Data

The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to...

FINTRX Private Wealth Data Report, Q1 2024

FINTRX, the leading private wealth data intelligence platform, is pleased to release the Q1 FINTRX Private Wealth Data Report. This report serves as a high-level synopsis of the global investment advisor and family office landscapes and...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Southeast'. In this second installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Southeast region...

FINTRX Fuels Operational Excellence for Clear Investment Group

In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...

The Rise of Female Advisors: A Generational Shift in Wealth Management

The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Northeast

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region of...