Private Wealth Research & Insights

In the registered investment advisor (RIA) industry, keeping tabs on employee movement is crucial for staying ahead of the competition and identifying potential leads. Whether you're a recruiter looking for top talent or a salesperson seeking new...

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,...

One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfamiliarity and lack of trust. This is particularly true in the financial services industry, where...

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....

In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & RIA Monthly Data Report to provide a high-level synopsis of the investment advisory landscape for January...

Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with successful business leaders, investors and entrepreneurs. In this episode, D'Argento takes us on his...

Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising professionals compare and evaluate different financial advisors and institutions based on factors...

Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of financial advisors, you can have access to a wealth of information to help you make informed...