Renae Hatcher
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Family Offices That Own Professional Sports Teams in 2026
The New York Jets, Detroit Tigers, Philadelphia 76ers, and Minnesota Timberwolves have something in common beyond professional sports: the families an…
Read insight →
2027 Territory Planning: How to Segment Advisors by AUM, Custodian & Holdings
The territory list your team built for 2026 is already a year old. In the months since, advisors have broken away from wirehouses, firms have switched…
Read insight →
RIA & Broker-Dealer Roundup: October '26 Moves, M&A Deals & New Launches
In the October 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI-d…
Read insight →
Advisors and Anthropic: Who Owns the Pre-IPO AI Trade
Anthropic filed for its IPO on October 26 and plans to list on the Nasdaq as ANT, with trading expected as soon as the week of November 16. Advisors a…
Read insight →
Beyond the Booth: 6 Ways FINTRX AI Is Changing Conference Strategy in Wealth Management
A packed meeting schedule doesn’t necessarily mean a productive conference. For asset managers and business development teams, the real value comes fr…
Read insight →
The Most Viewed RIA & Broker-Dealer Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we analyzed the most viewed RIA and broker-dealer firm profiles in Q3 2026 to see which firms attracted the mos…
Read insight →
FINTRX MCP Now Available in Microsoft Copilot
The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers,…
Read insight →
Get The Newsletter