Navigating the Family Office Market: SFOs vs MFOs
Family offices have rapidly advanced over the past several years, essentially reforming the way money is managed and allocated. While this transformat…
Read insight →Renae Hatcher
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
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Insights, updates, and best practices covering every corner of private wealth.
January 23' Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & R…
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FINTRX Founder & CEO, Russ D'Argento, Featured on 'Investors & Operators' Podcast
Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with s…
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Registered Investment Advisor Lists vs. Broker Dealer Lists: Understanding the Differences
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising …
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FINTRX Founder & CEO Russ D'Argento Named as a Top 100 CEO to Work for in Boston in 2023
Boston, MA - We are thrilled to announce that Russ D'Argento, the Founder and CEO of FINTRX, has been recognized as one of the top 100 CEOs to work fo…
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Top Features to Look for When Evaluating a Database of Financial Advisors
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of …
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FINTRX Global Family Office Report - 2023 | Sponsored By Charles Schwab
It is with great enthusiasm that we present Part Four of our Family Office Industry Briefing Series. Nearly two years ago, alongside our partners at C…
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5 Reasons Why Independent Financial Advisors Turn to the RIA Channel
Navigating the ever-changing financial industry can be challenging. With the market in constant flux, new regulations emerging, and clients facing inc…
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FINTRX Family Office & RIA Data Report, '22 Q4
In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider…
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RIA Firms - What Is Driving Their Growth?
Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their …
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