Winning in the RIA channel is no longer about who has the biggest contact list. It’s about who has the smartest data, the strongest signals, and the cleanest workflows. Asset managers, ETF issuers, aggregators, and service providers targeting...

Chicago has long been a major hub for the Registered Investment Advisor (RIA) industry, home to some of the largest and most influential advisory firms in the country. From multi-billion dollar platforms to nationally scaled advisory networks,...

Family offices have long allocated across public and private markets, including direct investments in investment management companies as part of long-term, operating-oriented strategies. These investments span asset managers, Registered Investment...

Actively managed ETFs are reshaping how Registered Investment Advisors (RIAs) build portfolios, and adoption is accelerating. FINTRX’s Top 100 RIAs by Active ETF AUM ranks the independent registered investment advisory firms with the largest...

Great outreach doesn’t start in your CRM, it starts long before that. For most distribution, capital raising, and recruiting teams, the challenge isn’t a lack of data; it’s the delay between knowing something changed and actually acting on it. A new...