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Private Wealth Research & Insights

Posts about:

RIA (3)

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...

May '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Family Office & RIA Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of investment information to our extensive private wealth dataset. To highlight...

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...

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...

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...

RIA & Broker Dealer Roundup: April '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...

April '24 FINTRX Family Office & RIA Data Report

Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, investment advisory firms, key decision-makers and an array of investment information to our comprehensive private wealth dataset. To highlight this...

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

Welcome to our blog series, 'Private Wealth Groups to Watch: 10 Leading Advisory Teams in the Midwest'. In this third installment of four, FINTRX spotlights ten prestigious advisors from private wealth advisory teams across the Midwest region of...

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

The registered investment advisor (RIA) industry continues to be 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...

An AI Power Play: FINTRX Fuels Innovation in Private Wealth Data

The private wealth data landscape is experiencing a notable shift fueled by the ongoing advancements of artificial intelligence (AI) technologies. FINTRX, the leading private wealth data intelligence platform, is leveraging the power of AI to...