RIA & Broker-Dealer Roundup: April '26 Moves, M&A Deals & Emerging Players
In the latest edition of the Registered Investment Advisor (RIA) & Broker-Dealer (BD) Roundup, FINTRX--your trusted source for AI-powered private …
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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Insights, updates, and best practices covering every corner of private wealth.
Wirehouse Wealth Teams: Q1 2026 Trends & Intelligence
Wirehouse wealth teams remain a dominant force across the private wealth channel — but Q1 2026 made clear that the competitive landscape is shifting f…
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Refine Your Family Office Fundraising Strategy with FINTRX
Securing capital from family offices demands a strategic, data-driven approach. As the private wealth landscape evolves, fund managers and capital rai…
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RIA M&A Market Report: Q1 2026 Deal Activity Starts the Year Strong
The RIA M&A market entered 2026 with substantial momentum. Based on FINTRX data, 70 transactions were announced during the first quarter, highligh…
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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…
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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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