Private Wealth Research & Insights

In the ever-evolving landscape of investment management, firms constantly seek ways to gain a competitive edge. For Clear Investment Group, this pursuit led them to embark on a transformative journey powered by the cutting-edge solutions of the ...

The financial landscape is undergoing a profound generational shift propelled by the increasing visibility and influence of female advisors. Armed with a deep understanding of client needs, diverse perspectives and strong communication skills, women...

LPL Financial is transforming the wealth management landscape, attracting elite advisory teams with its refined high-net-worth services and advisor-focused culture. Offering unparalleled flexibility and autonomy, LPL has successfully recruited top...

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 illustrate...

A notable shift is taking place in wealth management as high-performing advisory teams and seasoned financial advisors depart from Merrill Lynch in favor of UBS. Over the past year, there has been an accelerating transition in talent and client...

Every month, the FINTRX Private Wealth Database adds and updates thousands of family offices, registered investment advisors (RIAs), decision-makers and an array of tracked investment and asset information to our dataset. To illustrate this growth,...

As an investment professional, staying ahead of the curve is essential to achieving success in the private wealth market. But with so much data to sift through, it can be difficult to know where to begin. That's where FINTRX comes in. Our powerful...