Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.
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With 2023 well underway, it's essential to recognize the key trends shaping the family office and RIA ecosystem, enabling these professionals to better serve their clients and remain competitive. This blog will delve into the most impactful...
Emerging markets have become increasingly popular among investors seeking high growth and diversification opportunities. These markets, which include regions such as Asia, Africa, and Latin America, offer the potential for higher returns compared to...
When it comes to managing wealth and investments for high-net-worth individuals, two of the most popular options are family offices and registered investment advisors (RIAs). Both offer personalized investment advice and management, but there are...
Over the last few years, technology has cemented itself as one of the most prevalent and rewarding investment landscapes for family offices. As technological innovation continues to evolve, business procedures are following suit, ultimately...
Registered Investment Advisors (RIAs) and Broker Dealers (BDs) play pivotal roles in helping individuals navigate the complex world of finance. While their functions may differ, both are essential in providing expert guidance tailored to your...
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to grow in popularity, the overlap between the two is becoming increasingly apparent. In this blog post,...
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors seek investment options that align with their values and support responsible business practices....
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 Charles Schwab, we at FINTRX released the Industry Briefing Series to provide valuable and...
On behalf of FINTRX, the leading Family Office and Registered Investment Advisor (RIA) Database solution, it is our pleasure to share the 2022 Family Office and RIA Yearly Roundup. With an emphasis on family offices, investment advisors and the...
Firms specializing in private wealth management, such as family offices and registered investment advisors (RIAs), are far more than sources of substantial capital. They often serve as gateways to vast networks and sources of priceless business...
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