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Private Wealth Research & Insights

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Industry Trends (2)

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...

5 Family Offices Investing in Office Spaces

The family office landscape continues to evolve, with savvy investors seeking emerging opportunities across diverse asset classes. One area garnering increased attention is the commercial real estate sector, as family offices leverage their...

Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West

Welcome to the fourth installment of our blog series, "Private Wealth Groups to Watch: 10 Leading Advisory Teams in the West." In this final segment, FINTRX spotlights ten standout individuals from esteemed private wealth advisory teams throughout...

5 Family Offices Investing in Multifamily Residential Properties

Family offices have increasingly focused on real estate, drawn by the sector's potential for steady long-term returns and portfolio diversification. Leveraging FINTRX - the premier family office and RIA database for asset-raisers - we spotlight...