News, Comment & Analysis results for FINTRX
Michael Dell's Family Office Close To US Insurance Group Purchase – Media
The story illuminates how tech billionaires' family offices diversify into other sectors, including
Beacon Pointe Adds C-Suite Expertise In Growth, Risk And Compliance Fields
The appointments come at what has been a strong period of acquisition activity for the RIA.
New Family Offices Show Pivot To Direct Investing – Data
Figures from a private wealth platform say there is a clear preference by family offices for
Bezos' Family Office Loads Up On AI Startup Investments - Media
The report said that Bezos Expeditions is now the most active family office investor so far. In
Beacon Pointe Adds Massachusetts RIA
Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Reclaiming Stewardship Through Direct Investing
Direct investing – bypassing the collective funds route – is an established approach but
Summary Of Moves In North American Wealth Management – February 2026
A roundup of moves, hires and personnel changes in North American wealth management in February.
Drivers Of Family Offices' Wealth Evolve; Investments Shift To Europe, Asia – Data
An annual barometer of the scale and scope of the world's family offices sector shows that the
Who's Moving Where In Wealth Management? – Envestnet, Lenox Advisors, FINTRX
The latest moves, appointments and personnel changes in North American wealth management.