RIA & Broker-Dealer Roundup: September '25 Moves, M&A Deals & Emerging Players
In the September edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX - your trusted source for AI-powered priv…
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.
The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Family Offices Backing AI-Driven Cybersecurity Ventures
Artificial Intelligence (AI) is transforming cybersecurity, and family offices are fueling the shift. From quantum encryption to predictive threat det…
Read insight →
ETF Trends Among the Fastest-Growing RIAs in America
Citywire RIA recently released its annual report spotlighting the fastest-growing RIAs across the U.S., naming the top firm in every state and the Dis…
Read insight →
How Effective is ChatGPT for Targeting RIAs?
The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are …
Read insight →
How to Use Custodian Data to Recruit Advisors & Expand RIA Relationships with FINTRX
Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based…
Read insight →
7 Prospecting Mistakes Asset Managers Make (and How FINTRX Fixes Them)
Asset managers cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting…
Read insight →
8 Ways FINTRX Makes Your CRM Smarter
CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in deliveri…
Read insight →
5 Largest Family Office Direct Deals of August 2025
Family offices continue to demonstrate their versatility as investors, deploying capital across various sectors, including clean energy, AI, real esta…
Read insight →
5 Steps to Advisor Recruiting & M&A Using FINTRX
Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Fir…
Read insight →
How to Use FINTRX to Identify RIAs Using Competitor Funds—And Strategies to Replace Them
For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to g…
Read insight →
Get The Newsletter