Most Viewed Independent RIA & Rep Profiles on FINTRX – Q1 2026 Insights
Using FINTRX platform engagement data, we analyzed the most viewed independent RIA firm and advisor profiles in Q1 2026 to identify where attention is…
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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We Asked Advisors What Makes Someone Stand Out in a Meeting. Here's What They Said.
If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled …
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RIA & Broker-Dealer Roundup: March '26 Moves, M&A Deals & Emerging Players
In the March edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private w…
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Family Office Conferences & Events: The Complete 2026 Calendar
Family office conferences are where direct investment mandates get formed, manager shortlists get built, and new relationships begin. Whether you lead…
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Top 10 Data Sources to Integrate Into Your AI Platforms (and Why It Matters)
AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distr…
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Active ETF Adoption Among RIAs Is Surging But the Market Is Beginning to Consolidate
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor por…
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How Asset Managers Can Use AI to Improve RIA Prospecting in 2026
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Cl…
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5 Powerful AI Prompts for Raising Capital from Family Offices
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings…
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5 Powerful AI Prompts for Asset Managers Using FINTRX Data
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how asset managers research RIAs, analyze portfolios, and prepare for meeti…
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FINTRX AI Integrations: Bringing Private Wealth Intelligence Into Your AI Workflow
AI platforms like Claude, Perplexity, and ChatGPT are quickly becoming a central part of how teams research firms, prepare for meetings, and think thr…
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