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Private Wealth Research & Insights

Posts about:

RIA (9)

January 23' Family Office & RIA Monthly Data Report

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...

FINTRX Founder & CEO, Russ D'Argento, Featured on 'Investors & Operators' Podcast

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...

Registered Investment Advisor Lists vs. Broker Dealer Lists: Understanding the Differences

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...

Top Features to Look for When Evaluating a Database of Financial Advisors

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...

5 Reasons Why Independent Financial Advisors Turn to the RIA Channel

Navigating the ever-changing financial industry can be challenging. With the market in constant flux, new regulations emerging, and clients facing increasingly complex financial needs, independent financial advisors must stay informed,...

FINTRX Family Office & RIA Data Report, '22 Q4

In an effort to shed light on the family office and registered investment advisor (RIA) landscapes, FINTRX - Family Office & RIA Database provider - has issued the Q4 2022 Private Wealth Data Report to provide a fourth-quarter analysis of the...

RIA Firms - What Is Driving Their Growth?

Investment advisory firms, also known as 'RIA firms', have been on the rise in recent years as more and more individuals are choosing to invest their money through these firms rather than traditional financial institutions. But what is driving the...

2022 FINTRX Family Office & Registered Investment Advisor Annual Roundup

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...

Monthly Registered Investment Advisor (RIA) Data Report: November 2022

FINTRX - Family Office & Registered Investment Advisor (RIA) Database provider - has compiled the Monthly Registered Investment Advisor Data Report to provide a high-level synopsis of the investment advisory landscape for November 2022. Explore...

Q3 2022 Private Wealth Data Report

In an effort to shine a light on the Family Office & Registered Investment Advisor (RIA) markets, FINTRX Family Office and RIA Database provider has compiled the Q3 2022 Private Wealth Data Report to provide a high-level synopsis of the private...