Notable Rep Movement: UBS Capitalizes on Departures from Merrill Lynch
A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in fa…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
January '24 FINTRX Family Office & RIA Data Report
Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers a…
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Understanding the FINTRX RIA Data & Family Office Intelligence Platform
As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sif…
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How Financial Professionals Use FINTRX Data
FINTRX is the leading AI-powered private wealth intelligence platform—purpose-built to help financial professionals raise capital, expand distribution…
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How FINTRX Simplifies Stock & ETF Tracking & Research
In today’s fast-moving financial landscape, staying ahead isn’t optional—it’s essential. For investment professionals, tracking the equity holdings of…
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2023 FINTRX Private Wealth Data Report
As the leading private wealth data intelligence solution, FINTRX is pleased to present the highly anticipated 2023 FINTRX Private Wealth Data Report, …
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2023 FINTRX Family Office & RIA Yearly Roundup
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Data solution, it is our pleasure to share the 2023 Family Offi…
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Why More Financial Advisors are Shifting to Independent Firms
In the ever-evolving landscape of financial advising, a significant trend has emerged, reshaping the fabric of the industry: the move towards independ…
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Break Away Reps: Tracking the Transition from Wirehouses to Independent Firms
In the dynamic world of finance, change is the only constant. As the industry grows, so does the number of financial professionals joining large wireh…
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Supercharge Your LinkedIn Workflow with the FINTRX 360 Plugin
We are excited to introduce FINTRX 360, an innovative LinkedIn plugin designed to enhance your networking experience and streamline your workflow betw…
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