Renae Hatcher

Who Holds the Most NVIDIA? Independent RIA Exposure as Jensen Huang Steps Down

Jensen Huang stepped down as NVIDIA's CEO on November 12, 2026, leaving the company he co-founded after a week of mounting pressure. CFO Colette Kress…

10 Largest Women-Owned RIAs Leading the Industry

FINTRX’s Women in Wealth Management 2026 report, released in March, found that women make up 28% of the more than 500,000 professionals at U.S. wealth…

The RIA Industry Events & Conferences in 2027

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…

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…

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…

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…

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…

Inside the Producing Advisor Population

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…