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Private Wealth Research & Insights

Posts about:

Industry Trends

How FINTRX Helps Wealth Management & RIA Recruiters Find Top Talent

With shifting industry dynamics, evolving client expectations, and growing demand for specialized expertise, firms need more than just a strong network to secure the best talent—they need data-driven precision. That’s where FINTRX comes in. Our...

RIA & Broker Dealer Roundup: January '25 Moves, M&A Deals & Emerging Players

The investment advisor and broker-dealer landscape is constantly transforming, with significant shifts occurring every month. In this edition of our monthly RIA & Broker Dealer Roundup series, FINTRX, the leader in global wealth management data...

Exploring Family Office Trends with Russ D’Argento on the Risclarity WealthTech Podcast

In the latest episode of the Risclarity WealthTech Podcast, family office expert Mark Wickersham welcomes Russ D’Argento, Founder & CEO of FINTRX, for an engaging conversation that dives into the evolving landscapes of family offices and wealth...

2024 Year in Review: Top Advisor Moves, M&A Highlights & Emerging Firms in Wealth Management

As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed firms to expand their reach and sharpen their...

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

The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader in global wealth...

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

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

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...

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...