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Private Wealth Research & Insights

Posts by

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.

RIA & Broker Dealer Roundup: September '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker dealer landscape continues to evolve at a rapid pace, with pivotal changes occurring each month. FINTRX, the leader in wealth management data intelligence, continues its monthly ‘RIA & Broker Dealer Roundup’...

How Chinese & Middle Eastern Family Offices Are Shaping Global Investment Strategies

Among the many factors shaping global investments, the rising influence of Chinese and Middle Eastern family offices stands out as a key contributor. Leveraging FINTRX family office data intelligence, we examine their unique strategies and...

August '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this continuous growth, we've...

5 Leading Independent RIAs in New York

In the heart of the world's financial capital, New York's independent Registered Investment Advisors (RIAs) stand as titans of wealth management, shepherding billions in assets and shaping investment strategies for some of the world's most...

RIA & Broker Dealer Roundup: August '24 Moves, M&A Deals & Emerging Players

The investment advisor and broker dealer ecosystem continues evolving rapidly, with transformative changes occurring every month. FINTRX, the leader in wealth management data intelligence, continues its monthly series 'RIA & Broker-Dealer...

5 Family Offices Investing in Mixed-Use Properties

In the dynamic world of real estate investment, family offices are continually seeking innovative ways to diversify their portfolios, maximize returns and tap into emerging market trends. Among these strategies, mixed-use properties have gained...

July '24 Family Office & RIA/Broker Dealer Data Report

Every month, the FINTRX Wealth Management Data & Research Platform adds and updates thousands of family offices, investment advisory firms, contacts/reps, and an array of investment information to our dataset. In an effort to highlight this...

5 Family Offices Investing in Raw Land

In the ever-evolving world of real estate investment, family offices are constantly pursuing new avenues to diversify their portfolios, optimize returns and capitalize on emerging market trends. As part of this strategy, many groups are turning...

RIA & Broker Dealer Roundup: July '24 Rep Movements, M&A Deals and Emerging Players

The investment advisor and broker-dealer ecosystem continues to evolve rapidly, with transformative changes occurring on a monthly basis. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA &...

FINTRX Private Wealth Data Report, Q2 2024

FINTRX, the leading private wealth data intelligence platform, is thrilled to release the Q2 '24 Private Wealth Data Report. This report provides a high-level synopsis of the global investment advisor and family office landscapes, along...