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Private Wealth Research & Insights

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Industry Trends (2)

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 &...

5 Family Offices Investing in Industrial Properties

Amidst the evolving real estate terrain, an array of family offices are strategically positioning themselves in the industrial property sector, drawn by its potential for substantial returns. These assets, which include warehouses, distribution...

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

The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...

Elevate Your Recruitment Strategy with FINTRX

In today's hyper-competitive financial landscape, securing top-tier talent can make or break an organization's success. As the competition for top talent heats up, more and more individuals are turning to innovative solutions to gain an edge in...

FINTRX Industry Spotlight: Women-Led Independent RIAs

We are pleased to present this report highlighting independent registered investment advisory firms across the United States that are managed and led by women. Despite the historically male-dominated reputation of the greater financial services...

5 Family Offices Investing in Hotel Properties

The family office landscape is continually evolving, with investors exploring opportunities across a diverse range of asset classes. One area that garners increased attention is the commercial real estate sector, particularly hotel and motel...

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

The registered investment advisor (RIA) industry remains a hotbed of activity, with significant developments reshaping its landscape every month. FINTRX, the leader in family office and RIA data intelligence, has compiled a new monthly series 'RIA...

5 Family Offices Investing in Retail Properties

The family office landscape continues to evolve, with investors seeking opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, particularly retail properties. Family offices are...

40 Leading Advisory Teams Throughout the US by Region

Welcome to our latest report, '40 Leading Advisory Teams Throughout the US by Region,' where we explore the remarkable achievements of private wealth advisory teams across the nation. From the Northeastern to the Western regions, each advisor...