Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting fast. The Q1 2026 FINTRX Wirehouse Wealth Teams Report analyzes 7,723 verified wealth teams across...
The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highlighting continued appetite for acquisitions across private wealth from advisors building out their...
Consolidation across the RIA market is creating new opportunities every week. When firms merge, advisors move, assets shift, product shelves change, and new decision-makers emerge. For teams targeting Registered Investment Advisors, those moments...
Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is actively concentrating. These views are driven by real workflows inside FINTRX—building...
If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled call, a conference sit-down, or a brief introduction at an industry event, the window is...
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup,FINTRX--your trusted source for AI-powered private wealth data intelligence--details the most notable advisor and team moves, M&A deals, and new firm...
Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead a single family office, manage a multi-family platform, or serve this community as an...
AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distribution strategy. But most workflows still break down in the same place: data. Without...
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,...
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Claude, and Perplexity has never been easier, the gap between using AI and actually getting...
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