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…
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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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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10 Best Practices for AI Prompts in Data Analysis
AI tools like ChatGPT, Claude, and Perplexity are rapidly changing how teams analyze data. But there’s one consistent truth: The quality of the output…
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Top RIAs in Charlotte
Charlotte’s wealth management landscape includes a diverse group of registered investment advisors (RIAs) supporting financial advisors, institutional…
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How to Target Family Offices with Precision Using FINTRX
Targeting family offices effectively requires more than firmographic filters or surface-level segmentation—it demands a deep understanding of how capi…
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