Original analysis, market movement, and practical intelligence for asset managers, capital raisers, and teams navigating the private wealth ecosystem.
A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes from turning conversations into pipeline. Schwab IMPACT 2026, kicks off today in B…
Insights, updates, and best practices covering every corner of private wealth.
Discover the latest from FINTRX, the leading private wealth data intelligence platform. This past quarter brought a number of important updates across…
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Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
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The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
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Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
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Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
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In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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