News, Comment & Analysis results for FINTRX
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.
Fiduciary Family Office Eyes Acquiring Other Female-Led Firms
An organization based in Boca Raton, Florida, is female led and its CEO sees big potential in
Digital Digest: The Latest Tech News – FINTRX
The latest technology news in the wealth management sector from around the world.
Summary Of Moves In North American Wealth Management – June 2024
June was a brisk month for moves, appointments and personnel adjustments in North American wealth