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 →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.
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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…
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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…
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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,…
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The Most Viewed Family Office Firm Profiles in FINTRX in Q3 2026
Using FINTRX platform engagement data, we ranked the ten most viewed single family office and multi-family office firm profiles in Q3 2026. The two li…
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6 Things You Can Ask Fin to Do This Week
Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves…
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RIA & Broker-Dealer Roundup: September '26 Moves, M&A Deals & New Launches
In the September 2026 edition of the Registered Investment Advisor (RIA) & Broker-Dealer Roundup, FINTRX—the industry's most trusted source for AI…
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