Private Wealth Newsletter

FINTRX Family Office & RIA Newsletter

Private wealth moves fast. Get the trends, deals, and advisor moves that matter — every two weeks, right to your inbox, before your competitors even see it.

  • 01Emerging trends and market news across the private wealth ecosystem
  • 02M&A deal activity and key mergers shaping the industry
  • 03Advisor movements — breakaways, new launches, and rep transitions
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What’s inside

The FINTRX lens on private wealth

Each edition is built from the same data our clients query in the platform, condensed into a five-minute read.

01

Spot the Trends

Catch emerging strategies and private market shifts before they hit the mainstream.

02

Stay on the Pulse

Real-time news across the family office and RIA ecosystem.

03

Follow the Deals

Major M&A activity and mergers reshaping the industry.

04

Track Advisor Movement

Breakaways, new launches, and rep transitions as they happen.

The archive

Read past editions

Every edition stays online. Newest first.

From the blog

More private wealth research

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