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Private Wealth Research & Insights

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RIA (4)

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,FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout the...

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 Northeast'. In this first installment of four,FINTRXspotlights ten prestigious advisors from private wealth advisory teams across the Northeast region...

LPL Attracts Elite Teams with Advisor-Focused Culture

LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...

February '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 illustrate...

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 favor of UBS. Over the past year, there has been an accelerating transition in talent and client...

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 and an array of tracked investment and asset information to our dataset. To illustrate this growth,...

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 sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...

How Financial Professionals Use FINTRX Data

At FINTRX, we understand that each client has unique needs and requirements when it comes to their investment strategies and objectives. That's why we have developed a platform that caters to the diverse range of various professionals in the...